William J. Buehler

EAGLE STRATEGIES LLC

KNOXVILLE, TN 37919

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CRD#: 2338301

Professional summary

William James Buehler, who also goes by William James Buehler Jr, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Knoxville, Tennessee and NYLIFE SECURITIES LLC located in Knoxville, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. William has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

William James Buehler Jr

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.

[CTB1 Executive search firm; My wife is president and ceo of CTB1, an executive search firm. I am secretary only to allow me management should she die or become incapacitated.; 1150 Appaloosa Way Knoxville TN 37922; Start Date: 11/2014; Role/Title: Officer; Not investment related; 0 hours per month; 0 hours per month during securities trading hours; Being secretary was recommended by our estate attorney so I could manage the company without court appointment should my wife become incapacitated or die.] [Buehler & Berryhill Financial Partners LLC; Independent Financial Services Firm; 250 Wylderose Dr. Midlothian VA 23113; Start Date: 12/2009; Role/ Title: Emeritus/ Retired Partner; Investment related; 0 hours per month; 0 hours per month during securities trading hours; No functions or responsibilities.]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Buehler's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 2, 2024 - Present

EAGLE STRATEGIES LLC

Office #1: 265 Brookview Cntr Way Ste 102, Knoxville, TN 37919

RIA

CRD#: 110826

KNOXVILLE, TN

Current

December 13, 2023 - Present

NYLIFE SECURITIES LLC

Office #1: 265 Brookview Centre Way Suite 102, Knoxville, TN 37919

CRD#: 1137

DES MOINES, IA

Past

July 30, 1998 - July 11, 2002

CAPITAL BROKERAGE CORPORATION

CRD#: 10465

GLEN ALLEN, VA

Past

July 26, 1993 - July 23, 1998

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

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".

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.

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

Tennessee
(12/13/2023)

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

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

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (11/11/2025)

EAGLE STRATEGIES DISCLOSURE BROCHURE (10/23/2025)

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	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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William J. Buehler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Buehler's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

CAPITAL BROKERAGE CORPORATION

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/25/2002

Series 63

Date: 6/24/1993

SIE

Date: 10/1/2018

Series 7

Date: 2/12/2002

Series 22

Date: 11/10/1993

Series 6

Date: 7/23/1993

Series 24

Date: 4/2/2002

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

Contact information

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