Tia Alisha Finn
Investment adviser representative at Eagle Strategies LLC
10 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
10 years in the industry.
- Eagle Strategies LLCMar 2026 to now
- Nylife Securities LLCJun 2025 to now
- New York Life Insurance CompanyApr 2025 to now
- Riverview Capital Advisers, LLCMay 2024 to May 2025
- Homemaker and Part-time Student - Bu Financial PlanningSep 2023 to Apr 2024
- Boston UniversityFeb 2023 to May 2025
- The Colony GroupFeb 2022 to Aug 2023
- HomemakerApr 2020 to Jan 2022
- Northeastern UniversitySep 2019 to Aug 2022
- Liberty Mutual InsuranceFeb 2016 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
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
- 7987422
- Firm CRD
- 110826