TF
Timothy C. Fitzgerald
EAGLE STRATEGIES LLC
SHREVEPORT, LA 71101
Some features on this profile are disabled
CRD#: 1365789
TF
Professional summary
Timothy Collins Fitzgerald is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Shreveport, Louisiana and NYLIFE SECURITIES LLC located in Shreveport, Louisiana.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Timothy has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1754 East 70th Street, Shreveport, LA 71105; Start Date 02/2001; Role/Title: Owner; Investment Related; 80 hours per month; 80 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF TFG FINANCIAL, LLC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 1754 EAST 70TH STREET SHREVEPORT, LA 71105; START DATE: 2/2008] [RAINBOW FARMS; BREEDS, BOARDS, BUYS AND SELLS HORSES; 12086 ELLERBE ROAD, SHREVEPORT, LA 71115; NOT INVESTMENT RELATED.] [TFG Properties, LLC - Dormant; potential future property purchase; 624 Texas St., Suite 102, Shreveport, LA 71101; Start Date 01/2021; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [MILMARCO, LLC; INVESTMENT HOME; 405 GALWAY, SHREVEPORT, LA 71115; START DATE 12/2013; ROLE/TITLE: OWNER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Shreveport Youth Boxing Club; Non Profit boxing club that coaches inner city kids in boxing. Program pays for the kids uniforms, to register, travel and participate in tournaments. The program encourages kids to get off the streets.; 2550 Midway St. , Shreveport, Louisiana 71108; Start Date 12/2015; Role/Title: Board Member; Not Investment Related; 60 hours per month; 0 hours per month during securities trading hours] [MILESCARE, LLC; Payroll entity for in home health care; 9467 Ellerbe Road Shreveport, LA 71106; Start Date 03/2016; Role/Title: Partner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [TFG AVIATION LLC;Dormant-potential future aircraft purchase; 624 Texas St., Suite 102, Shreveport, LA 71101; Start Date 101/2021; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Las'port Elite, LLC; Cycling team; 1754 East 70th Street, Shreveport, LA 71105; Start Date 01/2011; Role/Title: Member; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; Help organize meetings and purchase of uniforms.] [Tim FitzGerald & Associates, LLC; This is an account holding LLC where all the agent's insurance commissions is held and paid out for operation of his business and to purchase minerals for Laura FitzGerald's business.; 1754 East 70th Street, Shreveport, LA 71105; Start Date 08/1995; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company; New York Life Reinsurance Portfolio; 210 Park Avenue, 2nd Floor, Florham Park, NJ 07932; Start Date 12/2007; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Collins Fitzgerald'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
August 4, 2000 - Present
EAGLE STRATEGIES LLC
Office #1: 624 Texas St Suite 102, Shreveport, LA 71101RIA
CRD#: 110826
SHREVEPORT, LA
Current
October 2, 1985 - Present
NYLIFE SECURITIES LLC
Office #1: 624 Texas St Suite 102, Shreveport, LA 71101BD
CRD#: 5167
Shreveport, LA
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
Alabama(10/15/2024)
RR
Arkansas(3/26/1997)
RR
California(11/16/2017)
RR
Colorado(8/1/2024)
RR
Georgia(4/17/2023)
RR
Idaho(5/5/2020)
RR
Louisiana(10/7/1985)
IAR
Louisiana(7/27/2006)
RR
Maine(5/24/2016)
RR
Massachusetts(12/12/2022)
RR
Minnesota(3/19/2021)
RR
New York(8/31/2016)
RR
North Carolina(5/10/2023)
RR
Tennessee(7/21/2022)
RR
Texas(9/9/1996)
IAR
Texas(8/4/2000)
RR
West Virginia(6/9/2025)
Exams
State Security Law 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.
