Anna Mpinga
Investment adviser representative at Eagle Strategies LLC
12 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
12 years in the industry.
- Eagle Strategies LLCJun 2026 to now
- Crystal Clear Financial Group, LLCNov 2024 to now
- Nylife Securities LLCOct 2023 to now
- New York Life Insurance CompanySep 2023 to now
- UnemploymentJun 2023 to Aug 2023
- Idea Public SchoolsSep 2021 to May 2023
- Newport News Public SchoolsJul 2020 to Jul 2021
- University of RochesterAug 2018 to Jun 2020
- Syracuse City School DistrictMar 2018 to Jul 2018
- Alfred UniversitySep 2014 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 7791330
- Firm CRD
- 110826