Taylor Oconnell
Investment adviser representative at Eagle Strategies LLC
17 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
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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
17 years in the industry.
- Heritage PlannersApr 2026 to now
- Eagle Strategies LLCMar 2024 to now
- Nylife Securities LLCJul 2023 to now
- New York Life Insurance CompanyJun 2023 to now
- SelfApr 2017 to now
- Ace HardwareFeb 2022 to Dec 2022
- AmazonSep 2019 to Feb 2022
- FcaOct 2018 to Sep 2019
- BgsuAug 2018 to May 2021
- AirstreamApr 2017 to Oct 2018
- UmgcAug 2015 to May 2018
- US ArmyJun 2009 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7739345
- Firm CRD
- 110826