Philbert J Demarie III, CHFC, CLU | Financial Professional | Mandeville, Louisiana

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Contact Information

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Disclosures on record.

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.

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Credentials

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Years of Experience

38 years registered in the securities industry

Current & Past Employments

Current

EAGLE STRATEGIES LLCCurrent·CRD# 110826

RIA

634 Village Lane North Suite 201, Mandeville, LA 70471

April 3, 2008 - Present

NYLIFE SECURITIES LLCCurrent·CRD# 5167

BD

634 Village Lane North Suite 201, Mandeville, LA 70471

November 7, 1988 - Present

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Current Firm

ES

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - SEC (10/14/1988 Approved)

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

# of Employees

3,190

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

EAGLE STRATEGIES DISCLOSURE BROCHURE (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/27/2026	Cover Page	Report
01/24/2025	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 08/205] [OPERATING UNDER THE DBA NAME OF DEMARIE & TIMMERMAN, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER ; 634 VILLAGE LN. NORTH SUITE 201 MANDEVILLE, LA 70471; START DATE: 01/2013] [OWNER; DEMARIE INVESTMENT PROPERTIES LLC; FAMILY LIMITED PARTNERSHIP; INVESTMENT RELATED;START DATE 08/2003; INVESTMENT RELATED; VARIOUS REAL ESTATE HOLDINGS; MEMBER] [OPERATING UNDER THE DBA NAME OF P. J. DEMARIE, III & ASSOCIATES, INC. FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER ; 634 VILLAGE LN. NORTH SUITE 201 MANDEVILLE, LA 70471; START DATE: 05/2005] [NYLARC; Life insurance reinsurance company; 2999 N. 44th St., Phoenix, AZ 85018; Start Date 09/2008; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Land Trust for Louisiana; Non-profit land conservation organization; 102 N. Holly St., #3352, Hammond, LA 70401; Start Date 02/2021; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Attend board meetings and assist with projects and fundraising activities for the non-profit] [OPERATING UNDER THE DBA NAME OF P. J. DEMARIE, III & ASSOCIATES, INC. D/B/A Demarie Wealth Strategies Group FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MANDEVILLE LA; START DATE: 12/2025]

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(5/16/2007)

RR

Arizona
(2/20/2020)

RR

Arkansas
(1/24/2024)

RR

California
(11/21/2008)

RR

Colorado
(2/21/2003)

RR

District of Columbia
(7/1/2024)

RR

Florida
(1/6/2004)

RR

Georgia
(10/4/2024)

RR

Illinois
(9/19/2025)

RR

Kansas
(1/30/2024)

RR

Kentucky
(3/29/2018)

RR

Louisiana
(11/9/1988)

IAR

Louisiana
(4/3/2008)

RR

Mississippi
(11/2/1992)

RR

Missouri
(1/12/2026)

RR

Nevada
(2/3/2022)

RR

Tennessee
(6/25/2020)

RR

Texas
(3/22/1996)

IAR

Texas
(1/27/2023)

RR

Virginia
(7/9/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.