Steven Wheeler
Investment adviser representative at Eagle Strategies LLC
11 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
11 years in the industry.
- Eagle Strategies LLCSep 2025 to now
- Nylife Securities LLCNov 2024 to now
- New York Life Insurance CompanySep 2024 to now
- UnemployedOct 2023 to Sep 2024
- Bluegreen VacationsFeb 2020 to Sep 2023
- Stratos GlobalNov 2019 to Jan 2020
- Worldwide Legacy GroupOct 2017 to Nov 2019
- Spinway Technologies LLCJan 2015 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7971353
- Firm CRD
- 110826