Eliseo Fuentes
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 2024 to now
- Nylife Securities LLCFeb 2024 to now
- Bright Future Financial, LLC d/b/a Bright Future FinancialDec 2023 to now
- New York Life Insurance CompanySep 2023 to now
- Ic Federal Credit UnionMay 2021 to Sep 2023
- American Dream GraniteFeb 2021 to May 2021
- Citizens BankJan 2019 to Jan 2021
- Jos A BankJul 2018 to Apr 2019
- Columbia TechApr 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 1 state (MA).
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
- 7796857
- Firm CRD
- 110826