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James Michael Fahey

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.

  1. Eagle Strategies LLCSep 2026 to now
  2. Nylife Securities LLC.Jun 2026 to now
  3. New York Life Insurance CompanyApr 2026 to now
  4. LightpathMay 2025 to Dec 2025
  5. University of New HampshireSep 2022 to May 2026
  6. Lexington Golf ClubApr 2021 to Aug 2024
  7. Arlington High SchoolSep 2018 to Jun 2022
  8. Ottoson Middle SchoolSep 2015 to Sep 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

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
8258775
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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