Adviser and broker representative · Eagle Strategies LLC
Fatema A. Udaipurwala
CRD 6892645 · San Francisco, CA
At a glance
Fatema A. Udaipurwala is an investment adviser representative with Eagle Strategies LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Fatema’s SEC record dates to 2020, about 5 years ago. Fatema is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Eagle Strategies LLCSince October 2020San Francisco, CA · $32B in regulatory assets
SEC adviser record
- Registered since
- 2020 (5 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Fatema’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
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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