Michael Xin ming Zheng
Investment adviser representative at Eagle Strategies LLC
16 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
16 years in the industry.
- Eagle Strategies LLCJan 2025 to now
- Nylife Securities LLCDec 2023 to now
- New York LifeSep 2023 to now
- Brooks BrothersSep 2022 to Oct 2023
- NycdoeJul 2022 to Aug 2022
- Hollow NickelJun 2021 to Dec 2021
- UnemployedMar 2020 to Jun 2021
- Baruch CollegeAug 2019 to May 2023
- Insomnia CookiesApr 2019 to Feb 2020
- UnemployedNov 2018 to Apr 2019
- Gemelli PizzeriaJun 2018 to Nov 2018
- UnemployedJan 2010 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7790672
- Firm CRD
- 110826