Linh Nguyen phuong Mai
Investment adviser representative at Eagle Strategies LLC
10 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
10 years in the industry.
- Eagle Strategies LLCJul 2026 to now
- Nylife Securities LLCJun 2025 to now
- New York Life Insurance CompanyJan 2025 to now
- Aramco Services CompanyDec 2021 to Feb 2025
- UnemployedNov 2021 to Dec 2021
- Iland Internet Solutions CorporationJan 2021 to Nov 2021
- UnemployedOct 2020 to Jan 2021
- Flatiron SchoolApr 2020 to Oct 2020
- Kraton CorporationOct 2019 to Apr 2020
- UnemployedAug 2019 to Oct 2019
- Exxonmobil CorporationApr 2019 to Aug 2019
- Houston Community CollegeJul 2018 to Apr 2019
- UnemployedJun 2018 to Jul 2018
- Massachusetts Institute of TechnologySep 2017 to Jun 2018
- Brandeis UniversityJan 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8037672
- Firm CRD
- 110826