Don Nguyen
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 LLCSep 2026 to now
- Nylife Securities LLCJun 2025 to now
- New York Life Insurance CompanyApr 2025 to now
- Globe LifeMar 2025 to Apr 2025
- Smart Trading BlueprintJul 2024 to Mar 2025
- TraderflowJul 2023 to Sep 2024
- Methodist CharlestonFeb 2023 to Sep 2023
- TraderdonDec 2021 to Feb 2023
- Aureus MedicalAug 2021 to Dec 2021
- Ochsner Medical WestbankJul 2020 to Aug 2021
- New School of NursingAug 2016 to Jul 2020
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
- 8077257
- Firm CRD
- 110826