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Sebastian Pepe

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.

  1. Eagle Strategies LLCOct 2024 to now
  2. Nylife Securities LLC.Nov 2023 to now
  3. New York LifeAug 2023 to now
  4. Pillrx PharmacyJun 2022 to Aug 2023
  5. The Home DepotMay 2021 to Jun 2022
  6. The Home DepotJun 2020 to Aug 2020
  7. Binghamton UniversityJun 2018 to May 2021
  8. Tottenville High SchoolSep 2014 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
7794176
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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