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Myles Christian luke Davis

Investment adviser representative at Eagle Strategies LLC
14 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

14 years in the industry.

  1. Roxbury Latin Varsity BasketballNov 2025 to now
  2. Eagle Strategies LLCFeb 2025 to now
  3. Nylife Securities LLCMar 2024 to now
  4. New York Life Insurance CompanySep 2023 to now
  5. Roxbury Latin School Junior Sports ProgramJun 2023 to Aug 2023
  6. Crystal Clear Financial Group LLCJan 2023 to May 2023
  7. Boston Baseball CampJul 2021 to Aug 2021
  8. Trinity CollegeAug 2019 to May 2023
  9. Boston Nature Center and Wildlife Sanctuary Mass Audubon CampJun 2019 to Aug 2019
  10. Boston Centers for Youth and FamiliesApr 2019 to May 2019
  11. Boston Baseball CampJul 2018 to Aug 2018
  12. Boston Baseball CampJun 2017 to Aug 2017
  13. Roxbury Latin SchoolAug 2012 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

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
7797485
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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