BRENDA M. BRINK
EAGLE STRATEGIES LLC
YAKIMA, WA 98908
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CRD#: 1899766
Professional summary
BRENDA MAXINE BRINK, ChFC®, CLU®, who also goes by Brenda M Carlson, Brenda Max Carlson, Brenda M Stoddard, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Yakima, Washington and NYLIFE SECURITIES LLC located in Yakima, Washington.
BRENDA is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. BRENDA has worked at 2 firms and has passed the Series 63, Series 7TO, SIE, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brenda M Carlson | Brenda Max Carlson | Brenda M Stoddard
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; LICENSED WITH VARIOUS INSURANCE CARRIERS FOR THE PURPOSE OF SELLING NON REGISTERED PRODUCTS ; INSURANCE BROKER; INVESTMENT RELATED; START DATE 7/2002] [Rental Property; Condo - rental through an association. They collect the rents. They keep a portion and send me the rest. 60% to me 40% to association.; 1030 Desert Canyon Blvd Unit 303A Orondo, WA 98843; Start Date 07/2022; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Receive rents, association oversees bookings and collection of rental bookings][Yakima Estate Planning Council; Yakima Estate Planning Council; 316 E Yakima Ave Suite 201 Yakima WA 98901; Start Date 07/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Vice President. Support the President role and give input on program/presenter's for meetings]
CRS (Client Relationship Summary) - RIA
Click below to view BRENDA MAXINE BRINK'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®
Experience
Current
February 17, 2022 - Present
EAGLE STRATEGIES LLC
Office #1: 925 Triple Crown Way, Yakima, WA 98908RIA
CRD#: 110826
YAKIMA, WA
Current
January 4, 1989 - Present
NYLIFE SECURITIES LLC
Office #1: 925 Triple Crown Way, Yakima, WA 98908BD
CRD#: 5167
YAKIMA, WA
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
Arizona(6/24/2016)
RR
California(8/22/1996)
RR
Colorado(3/9/2006)
RR
Florida(5/26/2022)
RR
Idaho(1/21/1993)
RR
Kansas(7/6/2021)
RR
Missouri(1/21/2015)
RR
Montana(6/15/2020)
RR
Ohio(8/14/2025)
RR
Oregon(3/26/1992)
RR
Texas(6/27/2023)
IAR
Texas(7/3/2023)
RR
Washington(1/4/1989)
IAR
Washington(2/17/2022)
RR
Wyoming(5/23/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/7/2021
General Securities Representative ExaminationGeneral 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Yakima, WA 98908TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
