Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Eagle Strategies LLC financial advisors in Connecticut

Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in Connecticut, by city and A to Z.

The short answer

19 registered advisors work at Eagle Strategies LLC in Connecticut, out of 2,273 nationwide; it's the firm's number 32 state by advisors, and the most are in Windsor (6). 2 list the CFP designation and 19 are also registered broker representatives.

Eagle Strategies LLC advisors by city in Connecticut

Every firm in Connecticut →

Windsor 6Madison 2Bloomfield 1Clinton 1East Hampton 1Fairfield 1Guilford 1Orange 1Ridgefield 1Ridgtefield 1Rocky Hill 1Stamford 1Stratford 1

Eagle Strategies LLC advisors in Connecticut, A to Z

Search by name →

Eagle Strategies LLC advisors in every state →Eagle Strategies LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Eagle Strategies LLC in other states

New York 301California 263Texas 198Massachusetts 170Florida 124New Jersey 88Virginia 80Ohio 76Washington 70Louisiana 62Colorado 59Pennsylvania 57North Carolina 52Illinois 44Maryland 40Arizona 34Oregon 29Michigan 27South Dakota 27Tennessee 27Georgia 25South Carolina 25Missouri 24Oklahoma 24Wisconsin 24Alabama 23Kansas 23Iowa 21Nebraska 21Nevada 20Alaska 19Utah 18Minnesota 17Kentucky 14Arkansas 13Hawaii 13Mississippi 13Montana 13North Dakota 12New Hampshire 12Indiana 11New Mexico 11Rhode Island 11Wyoming 7Idaho 5Vermont 5

Questions

How many Eagle Strategies LLC financial advisors are in Connecticut?

19 investment adviser representatives are registered at Eagle Strategies LLC offices in Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 at the firm nationwide. 2 list the CFP designation and 19 are also registered as broker representatives.

Where in Connecticut does Eagle Strategies LLC have the most advisors?

Windsor, with 6, then Madison (2). Eagle Strategies LLC has advisors in 13 cities in Connecticut.

How do I check a Eagle Strategies LLC advisor in Connecticut?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Eagle Strategies LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.