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John Roger Gendreau

Investment adviser representative at Eagle Strategies LLC
16 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

16 years in the industry.

  1. Eagle Strategies LLCMar 2026 to now
  2. Nylife Securities LLC.May 2025 to now
  3. New York LifeMar 2025 to now
  4. UnemployedAug 2024 to Mar 2025
  5. New England Law | BostonAug 2023 to Aug 2024
  6. UnemployedJun 2023 to Aug 2023
  7. At&tMar 2010 to May 2023

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
8068635
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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