William M. Weimer
EAGLE STRATEGIES LLC
MECHANICSVILLE, VA 23116
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CRD#: 2670378
Professional summary
William Milton Weimer, CFP® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Mechanicsville, Virginia and NYLIFE SECURITIES LLC located in Mechanicsville, Virginia.
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 2 firms and has passed the 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.
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 9251 Rutland Commons Drive, Suite C Mechanicsville, VA 23116; Start Date 01/2023; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BEST CHOICE INSURANCE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED;START DATE 08/2007;RENTAL INCOME FROM NON NYL AGENTS AND COMMISSION SHARING] [Weimer Office, LLC; Weimer Office, LLC owns the office building where my primary office is located and the other offices available to other New York Life agents to rent; 9251 Rutland Commons Drive, Suite C, Mechanicsville, VA 23116; Start Date 06/1995; Role/Title: Member; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [JAMESTOWN 4-H EDUCATIONAL CENTER; CHARITABLE / NON PROFIT ORGANIZATION; ROLE/TITLE: BOARD MEMBER; NON INVESTMENT RELATED; START DATE 3/2013] [Promise Kept, LLC; Business to own and operate a motor home as well as the automobile the motor home tows; P.O. Box 7967 Missoula, MT 59807; Start Date 12/2018; Role/Title: Member; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Gideons Member; Association of business and professional men whose sole purpose is to lead others to a saving knowledge of Jesus Christ; P.O. Box 140800, Nashville, TN 37214-0800; Start Date 03/2019; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [Rutland Center Commercial Condominium Association Board; The Rutland Center Commercial Condominium Association (RCCCA) organizes the owners of the Rutland Center business condominiums. I was elected to the Board of Directors.; 3901 Westerre Pkwy, Suite 100 Henrico, VA 23233-1341; Start Date 02/2022; Role/Title: Board Member; Investment Related; 10 hours per month; 5 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view William Milton Weimer'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®
CFP®
Start date: 2004
Experience
Current
July 22, 2004 - Present
EAGLE STRATEGIES LLC
Office #1: 9251 Rutland Commons Drive, Mechanicsville, VA 23116RIA
CRD#: 110826
MECHANICSVILLE, VA
Current
December 5, 1995 - Present
NYLIFE SECURITIES LLC
Office #1: 9251 Rutland Commons Dr Suite C, Mechanicsville, VA 23116BD
CRD#: 5167
Mechanicsville, VA
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(3/3/2023)
RR
Colorado(4/20/2017)
RR
Connecticut(5/7/2020)
RR
District of Columbia(2/22/2007)
RR
Florida(4/16/2004)
RR
Georgia(10/27/1998)
RR
Maryland(11/4/1998)
RR
New Jersey(10/11/2017)
RR
New Mexico(8/5/2021)
RR
New York(6/9/2010)
RR
North Carolina(6/29/2000)
RR
Ohio(4/29/2016)
RR
South Carolina(4/29/2016)
RR
Virginia(12/6/1995)
IAR
Virginia(7/22/2004)
RR
Washington(3/3/2023)
RR
Wisconsin(1/17/2025)
Exams
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#: 110826Mechanicsville, VA 23116TRUST BUT VERIFY
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