Adviser and broker representative · Eagle Strategies LLC
Eric P. Herried
CRD 4669024 · Duluth, MN
At a glance
Eric P. Herried is an investment adviser representative with Eagle Strategies LLC in Duluth, MN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Eric’s SEC record dates to 2014, about 12 years ago. Eric is also registered as a broker representative.
Current advisory firm
- Eagle Strategies LLCSince January 2014Duluth, MN · $32B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Eric’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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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.