Andrew Pokriki
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Eagle Strategies LLCJun 2026 to now
- Nylife Securities LLCMay 2026 to now
- Roi - Marc RosenthalMay 2026 to now
- Equitable Advisors, LLCAug 2024 to Mar 2026
- UberSep 2023 to Jun 2024
- Best Crowd ManagementFeb 2022 to Jul 2024
- Unc CharlotteMay 2021 to May 2024
- Door DashMay 2021 to Jan 2024
- Amazon.com IncMay 2021 to Mar 2022
- Suny FredoniaAug 2019 to May 2021
- UnemployedJul 2019 to Jul 2019
- West Seneca West Senior High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7966529
- Firm CRD
- 110826