BL
Benson B. Liao
EAGLE STRATEGIES LLC
ROWLAND HEIGHT, CA 91748
Some features on this profile are disabled
CRD#: 2382889
BL
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Benson Liao | Bincheng Liao
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 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]
CRS (Client Relationship Summary) - RIA
Click below to view Benson B Liao'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
September 10, 2025 - Present
EAGLE STRATEGIES LLC
Office #1: 17506 Colima Road Suite 200, Rowland Height, CA 91748RIA
CRD#: 110826
ROWLAND HEIGHT, CA
Current
January 27, 1994 - Present
NYLIFE SECURITIES LLC
Office #1: 17506 Colima Road Suite 200, Rowland Heights, CA 91748Office #2: 980 Roosevelt Suite 200, Irvine, CA 92620BD
CRD#: 5167
Rowland Heights, CA
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
California(1/27/1994)
IAR
California(9/10/2025)
RR
Nevada(9/13/2021)
RR
New York(6/12/2007)
RR
Utah(7/27/2021)
RR
Washington(3/2/2020)
Exams
State Security Law Exam
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.
