WT
William E. Turner
EAGLE STRATEGIES LLC
PONTE VEDRA, FL 32082
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CRD#: 2645532
WT
Professional summary
William Edward Turner is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Ponte Vedra, Florida and NYLIFE SECURITIES LLC located in Ponte Vedra, Florida.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. William has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 232 Canal Blvd. Suite 1, Ponte Vedra Beach, Fl 32082; Start Date 01/2020; Role/Title: Owner; Investment Related; 40 hours per month; 40 hours per month during securities trading hours] [RENTAL PROPERTY; VACATION HOME RENTAL; INVESTMENT RELATED, 90 W CHRISTY TRAIL, SAPPHIRE NC 28774; OWNER; ABOUT 4HRS A MONTH; START DATE 4/05] [Turner Vending Inc.; OWNER; NON INVESTMENT RELATED;START DATE 6/2000] [232 Canal Blvd. LLC; this LLC was created to take ownership of the property located at 232 Canal Blvd. Suite 1, Ponte Vedra Beach, FL 32082; 232 Canal Blvd. Suite 1 Ponte Vedra Beach, Fl. 32082; Start Date 03/2020; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; pay rent] [Boy Scouts of America ; BSA is a youth organization that encourages youth of America to have Character development Leadership development Citizenship training; 521 Edgewood Ave S, Jacksonville, FL 32205; Start Date 10/2024; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Chartered Organization Representative for Pack 291, Girls Troop 9291, and Boys Troop 288] [Palm Valley Honey Company; As a Beekeeper I will collect honey and sell it; 232 Canal Blvd. Suite 1, Ponte Vedra Beach, Florida 32082; Start Date 12/2024; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Keep and maintain Bee Hives.]
CRS (Client Relationship Summary) - RIA
Click below to view William Edward Turner'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
November 1, 2002 - Present
EAGLE STRATEGIES LLC
Office #1: 232 Canal Blvd Suite 1, Ponte Vedra, FL 32082RIA
CRD#: 110826
PONTE VEDRA, FL
Current
May 26, 1998 - Present
NYLIFE SECURITIES LLC
Office #1: 232 Canal Blvd Suite 1, Ponte Vedra, FL 32082BD
CRD#: 5167
PONTE VEDRA, FL
Past
November 14, 1995 - May 5, 1998
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
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(6/12/2019)
RR
Florida(5/29/1998)
IAR
Florida(11/1/2002)
RR
Georgia(6/23/2025)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Ponte Vedra, FL 32082TRUST BUT VERIFY
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