JM
Juli B. Marstall
EAGLE STRATEGIES LLC
GOLD BCH, OR 97444
Some features on this profile are disabled
CRD#: 1213649
JM
Professional summary
Juli Boice Marstall, who also goes by Juli Valare Boice, Juli Valare Boicemarstall, Juli Boice Marstall, Juli V Boice Marstall, Juli Valare Marstall, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Gold Bch, Oregon and NYLIFE SECURITIES LLC located in Gold Bch, Oregon.
Juli is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Juli has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Juli Valare Boice | Juli Valare Boicemarstall | Juli Boice Marstall | Juli V Boice Marstall | Juli Valare Marstall
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[INSRURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS]
[DBA MARSTALL INSURANCE SERVICES, GOLD BEACH OR; 1 HR A MONTH; NOT-INVESTMENT RELATED; SOLE PROPRIETOR]
[RENTAL PROPERTIIES; JOINT OWNERSHIP OF SEVERAL RENTAL PROPERTIES; GOLD BEACH, OREGON; SPOUSE MANAGES PROPERTIES; RENTAL INCOME; 0 HOURS PER MONTH]
[SOUTHWESTERN OREGON COMMUNITY COLLEGE; INSTRUCTOR; PERSONAL FINANCE COURSE FOR UNDERGRADUATES; GOLD BEACH, OR; WAGES]
[NAIFA; BOARD MEMBER; NO COMPENSATION]
[Oregon Cultural Trust; Allocation of State funds for cultural and art grants.; 29724 Ellensburg Ave Gold Beach, Or 97444; Start Date 12/2015; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Juli Boice Marstall's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 26, 2007 - Present
EAGLE STRATEGIES LLC
Office #1: 29724 Ellensburg Ave Po Box 868, Gold Bch, OR 97444RIA
CRD#: 110826
GOLD BCH, OR
Current
December 21, 1983 - Present
NYLIFE SECURITIES LLC
Office #1: 29724 Ellensburg Ave Box 868, Gold Bch, OR 97444BD
CRD#: 5167
Gold Bch, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(9/24/2019)
RR
California(1/25/1991)
RR
Florida(3/29/2023)
RR
Hawaii(2/7/2023)
RR
Idaho(7/7/1994)
RR
Maryland(3/23/2012)
RR
Michigan(4/24/2025)
RR
Minnesota(1/9/2024)
RR
Nevada(7/6/2017)
RR
New Hampshire(8/7/2015)
RR
New Jersey(4/4/2025)
RR
New York(10/3/2019)
RR
Oklahoma(8/13/2024)
RR
Oregon(7/16/1985)
IAR
Oregon(7/26/2007)
RR
Texas(1/3/2017)
RR
Vermont(5/27/2010)
RR
Washington(1/11/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
