David L. Ediger

EAGLE STRATEGIES LLC

FRESNO, CA 93720

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CRD#: 2597209

Professional summary

David L Ediger, who also goes by David Lee Ediger, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Fresno, California and NYLIFE SECURITIES LLC located in Fresno, California.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. David has worked at 17 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Lee Ediger

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 carriers for the purpose of brokering non-registered products; 137 N. L St., Dinuba Ca 93618; start 05/2023; insurance Broker; Commissions; 20 hours per month, 20 hours during securites trading hours; insurance related] [Creative Wealth Capital; Investment related; 137 N. L St., Dinuba, Ca 93618; Managing Partner; assisting with acquiring commercial properties; Start date 01/2022; 20 hours per month, 0 hours/month during trading hours.] [ Bendicion A Las Naciones, Inc.; Non-investment related; 5018 Ave. 416 Reedley CA 93618; Start date 01/1997; President; Provide leadership and family values conferences; 30 hours per month, 10 hours/month during trading hours.] [Integrity Wealth Strategies and Insurance Solutions, Inc; S-corp only used for tax purposes.; 137 N. L St., Dinuba Ca 93618; Start Date 05/2023; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David L Ediger'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

July 7, 2023 - Present

EAGLE STRATEGIES LLC

Office #1: 205 E River Park Circle, Suite 250, Fresno, CA 93720

RIA

CRD#: 110826

FRESNO, CA

Current

June 5, 2023 - Present

NYLIFE SECURITIES LLC

Office #1: 205 E. River Park Circle Suites 250, Fresno, CA 93720

CRD#: 5167

FRESNO, CA

Past

February 15, 2022 - March 13, 2023

BANGERTER FINANCIAL SERVICES, INC.

RIA

CRD#: 171939

ROSEVILLE, CA

Past

January 12, 2022 - January 9, 2023

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

Roseville, CA

Past

December 24, 2019 - January 11, 2022

MAIN STREET ADVISORS, LLC

RIA

CRD#: 116303

Reddley, CA

Past

November 4, 2019 - January 3, 2022

INDEPENDENT FINANCIAL GROUP, LLC

RIA

CRD#: 7717

TURLOCK, CA

Past

November 4, 2019 - January 3, 2022

INDEPENDENT FINANCIAL GROUP, LLC

CRD#: 7717

TURLOCK, CA

Past

January 2, 2014 - November 15, 2019

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

Reedley, CA

Past

January 2, 2014 - November 15, 2019

SCF SECURITIES, INC.

CRD#: 47275

REEDLEY, CA

Past

September 6, 2011 - January 6, 2014

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

REEDLEY, CA

Past

August 2, 2011 - January 6, 2014

PRINCIPAL SECURITIES, INC.

CRD#: 1137

REEDLEY, CA

Past

November 24, 2008 - September 2, 2011

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

REEDLEY, CA

Past

November 24, 2008 - September 2, 2011

SECURITIES AMERICA, INC.

CRD#: 10205

REEDLEY, CA

Past

October 18, 2006 - December 9, 2008

QA3 FINANCIAL LLC

RIA

CRD#: 104957

REEDLEY, CA

Past

January 26, 2005 - December 9, 2008

QA3 FINANCIAL CORP.

CRD#: 14754

REEDLEY, CA

Past

May 25, 2000 - January 20, 2005

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

December 15, 1999 - June 2, 2000

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

December 15, 1999 - June 2, 2000

AMERICAN UNITED LIFE INSURANCE COMPANY

CRD#: 1075

INDIANAPOLIS, IN

Past

November 4, 1999 - December 15, 1999

UNITED SECURITIES ALLIANCE, INC.

CRD#: 36487

GREENWOOD VILLAGE, CO

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

California
(6/5/2023)

IAR

California
(7/7/2023)

Kansas
(8/4/2023)

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

State Security Law Exam

IAR

Series 65

Date: 9/30/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/22/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/25/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/6/1999

Investment Company Products/Variable Contracts Representative 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.

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Advisor Monitoring

Firm Stability Insights

David L. Ediger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David L Ediger's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

BANGERTER FINANCIAL SERVICES, INC.

CONCORDE INVESTMENT SERVICES, LLC

MAIN STREET ADVISORS, LLC

INDEPENDENT FINANCIAL GROUP, LLC

INDEPENDENT FINANCIAL GROUP, LLC

SCF INVESTMENT ADVISORS, INC.

SCF SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

TRANSAMERICA FINANCIAL ADVISORS, LLC

ONEAMERICA SECURITIES, INC.

AMERICAN UNITED LIFE INSURANCE COMPANY

UNITED SECURITIES ALLIANCE, INC.

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2006

Series 63

Date: 10/22/1999

SIE

Date: 10/1/2018

Series 7

Date: 5/25/2017

Series 6

Date: 10/6/1999

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

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