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Est. 2026The front page of wealth managementNew York

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Adviser and broker representative · Eagle Strategies LLC

Christopher M. Eppich

CRD 5901614 · Waltham, MA

At a glance

Christopher M. Eppich is an investment adviser representative with Eagle Strategies LLC in Waltham, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Christopher’s SEC record dates to 2016, about 10 years ago. Christopher is also registered as a broker representative.

Current advisory firms

  • Eagle Strategies LLCSince February 2016Waltham, MA · $32B in regulatory assets
  • Atlantic Planning Group, LLCSince December 2017Waltham, MA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2016 (10 years)
Designations
None on file
Exams
Series 66
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Christopher’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.

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