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Benson B Liao

EAGLE STRATEGIES
ROWLAND HEIGHT, CA
·CRD# 2382889·33 years experience

Professional Summary

Benson B Liao, who also goes by Benson Liao, Bincheng Liao, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Rowland Height, California and NYLIFE SECURITIES LLC located in Rowland Heights, California. Benson is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Benson has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Benson Liao, Bincheng Liao

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

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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Years of Experience

33 years in the financial services industry

Current & Past Employments

EAGLE STRATEGIES LLC·CRD# 110826
RIA
17506 Colima Road Suite 200, Rowland Height, CA 91748
September 10, 2025 - Present
NYLIFE SECURITIES LLC·CRD# 5167
BD
1. 17506 Colima Road Suite 200, Rowland Heights, CA 917482. 980 Roosevelt Suite 200, Irvine, CA 92620
January 27, 1994 - 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)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/27/2026Cover PageReport
01/24/2025Cover PageReport
04/25/2024Cover PageReport
12/20/2023Cover PageReport

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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.

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS-HEALTH INSURANCE FOR BLUE CROSS/BLUE SHIELD/HEALTH NET: INVESTMENT RELATED; INSURANCE BROKER; START DATE 03/2003] [Brighton Investment LLC; property management, receive rental income; 980 Roosevelt, Suite 200, Irvine, CA 92620; Start Date 08/2015; Role/Title: Investor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BENSON LIAO INSURANCE AND FINANCIAL CENTER FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; START DATE 09/2012] [OPERATING UNDER THE DBA NAME OF BL INSURANCE CENTER FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; IRVINE, CA; START DATE: 09/2015] [ELITE CAPITAL HOLDINGS, LLC; RENTAL PROPERTY; 17506 COLIMA ROAD, ROWLAND HEIGHTS, CA 91748; ROLE/TITLE: OWNER; START DATE 03/2010] [Taiwan Hotel and Motel Association of Southern California; The association serves to promote cooperation by sharing of information and experiences among members, provide assistances to members on all aspects of the hospitality.; 1045 E. Valley Blvd, Ste A212, San Gabriel, CA 91776; Start Date 01/2016; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [Moringa For Love; Use Moringa to combat malnutrition, poverty, and deforestation in poverty countries. MFL purchases Morgina seeds from small growers. Moringa seeds are used to make cold-pressed oil which is the key ingredient in MFL's cosmetic products.; 401 Hermosa Vista Street, Monterey Park, CA 91754; Start Date 05/2017; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Asian-American Accounting Research and Development Foundation; The association does research on accounting and serves to share tax and financial information among members.; 17506 Colima Road #202, Rowland Heights, CA 91748.; Start Date 03/2019; Role/Title: Director; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [The Ground Up Foundation; Sponsor young talented golfers and provide professional training.; 2117 Saybrook Ave, Commerce, CA 90040; Start Date 12/2021; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours;Refer the young golfers that need sponsorship to this non profit organization.] [Realogic Investment LLC; Real estate investment. 4583 Holt Blvd, Montclair, CA 91763. 4586 Brooks St, Montclair, CA 91763. 4532 Brooks St, Montclair, CA 91763.; 5423 G St, Chino, CA 91710; Start Date 01/2014; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor] [Sino-American Certified Public Accountants Association; The association serves to share tax and financial information among members.; 9420 Telstar Ave #101, El Monte, CA 91731; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Alliance Cultural Foundation International; works with partners to uplift the education of rural Hualien-Taitung region of Taiwan, empowering its youths to envision the possibility of a different future.; 17506 Colima Rd, #201A, Rowland Heights, CA 91748; Start Date 02/2017; Role/Title: Officer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Help the association to organize events and seminars]

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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
California
(1/27/1994)
IAR
California
(9/10/2025)
RR
Nevada
(9/13/2021)
RR
New York
(6/12/2007)
RR
Texas
(11/23/2025)
IAR
Texas
(11/23/2025)
RR
Utah
(7/27/2021)
RR
Washington
(3/2/2020)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1993About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 1994About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Benson B Liao's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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