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 Tacoma, WA

Every SEC-registered investment adviser representative at a Eagle Strategies LLC office in Tacoma, A to Z.

The short answer

6 registered advisors work at Eagle Strategies LLC in Tacoma, out of 2,273 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

Eagle Strategies LLC advisors in Tacoma, A to Z

Every Eagle Strategies LLC advisor →

Eagle Strategies LLC advisors in other cities

New York, NY 121Waltham, MA 65Dallas, TX 32Melville, NY 29White Plains, NY 27Frisco, TX 26Houston, TX 25Austin, TX 24Glendale, CA 22Vienna, VA 22Charlotte, NC 21Denver, CO 21San Antonio, TX 19Edison, NJ 18Saddle Brook, NJ 18

Other firms in Tacoma

All Tacoma advisors →

Morgan Stanley 26Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Ameriprise Financial Services, LLC 21Edward Jones 19Voya Financial Advisors, Inc. 19LPL Financial LLC 17Raymond James Financial Services Advisors, Inc. 15UBS Financial Services Inc. 13Charles Schwab & Co., Inc. 10RBC Capital Markets, LLC 9Wells Fargo Clearing Services, LLC 9Financial Insights Wealth Management 7

Questions

How many financial advisors does Eagle Strategies LLC have in Tacoma?

6 investment adviser representatives are registered at Eagle Strategies LLC offices in Tacoma, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 2,273 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

Is Eagle Strategies LLC one of the largest advisor employers in Tacoma?

Eagle Strategies LLC ranks number 13 in Tacoma by registered advisors; Morgan Stanley has the most, with 26.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.