Sol Rascon
Investment adviser representative at Eagle Strategies LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Eagle Strategies LLCJul 2026 to now
- Nylife Securities LLCJan 2025 to now
- New York LifeJun 2023 to now
- Syndicus Financial LLCJun 2023 to now
- UnemployedJan 2023 to Jun 2023
- Spellbring Construction IncDec 2020 to Feb 2021
- New Mexico State UniversityJul 2017 to Dec 2022
- Farmington High SchoolJul 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NM, TX).
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
- 7762565
- Firm CRD
- 110826