Adviser and broker representative · Eagle Strategies LLC
Stuart W. Van Winkle
CRD 1637734 · Red Bank, NJ
At a glance
Stuart W. Van Winkle is an investment adviser representative with Eagle Strategies LLC in Red Bank, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stuart’s SEC record dates to 2009, about 17 years ago. Stuart is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Eagle Strategies LLCSince July 2009Red Bank, NJ · $32B in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Stuart’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.