Yuxuan Wang
Investment adviser representative at Eagle Strategies LLC
13 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
Are you Yuxuan Wang? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Eagle Strategies LLCFeb 2025 to now
- Nylife Securities LLCOct 2023 to now
- New York Life Insurance CoMar 2023 to now
- UnemployedMar 2023 to Apr 2023
- Meet Up Chinese CuisineJan 2022 to Feb 2023
- Angle Global ManagementJul 2021 to Dec 2021
- University of California Santa BarbaraMay 2021 to Dec 2022
- Mountain San Antonio CollegeSep 2019 to Jul 2021
- Tory Burch LLCJul 2019 to Sep 2019
- Lake Mary Preparatory SchoolJan 2017 to May 2019
- Chengdu Experimental Foreign Language SchoolJan 2013 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7717408
- Firm CRD
- 110826