SH
Samuel L. Hebert
EAGLE STRATEGIES LLC
LAKE CHARLES, LA 70601
Some features on this profile are disabled
CRD#: 2679181
SH
Professional summary
Samuel Louis Hebert, who also goes by Sam Hebert, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Lake Charles, Louisiana and NYLIFE SECURITIES LLC located in Lake Charles, Louisiana.
Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Samuel has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sam Hebert
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.
[OPERATING UNDER THE DBA NAME OF SAM HEBERT FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER;790 EAST BAYOU PINES DRIVE LAKE CHARLES LA 70601; START DATE 2003] [790 BAYOU PINES EAST, LLC; LLC THAT HOLDS AGENTS INSURANCE BUSINESS FOR LIABILITY PURPOSES; 790 BAYOU PINES EAST LAKE CHARLES, LA70601; START DATE 12/2007; ROLE/TITLE: OWNER; INVESTMENT RELATED; 200 HOURS PER MONTH; 120 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [VoiceHit LLC; dba Better Day Health. Better Day Health puts all of the information healthcare providers need to diagnose, treat, and bill and chart a patient encounter at their tips.; 1441 Canal Street New Orleans, LA; Start Date 04/2016; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Saco Properties; residential rental property; 206 McVay Lake Charles LA 70605; Start Date 11/2018; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Booking reservations] [Court Appointed Special Advocates program; non investment related; volunteer; abused children; 220 Louie St Lake Charles, LA 70601; 2 hours per month and during securities hours; start date 10/2012; child advocate] [SNA Technologies, Inc.; It is digital medicine using sound and light as an alternative to medication.; 211 East 7th Street Suite 600 Austin, TX 78701; Start Date 08/2020; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Bearnoble Inc. DBA Music Habitat; Creating an app for musicians and people who want to find them anywhere in the country.; 305 Stoner Avenue, Suite A, Shreveport, LA 71101; Start Date 04/2023; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor][Shucks Restaurant; owner-restaurant (passive investor); Contraband Parkway, Lake Charles LA 70605; Start Date 08/2024;Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][NewsMax Inc.; Passive Investor. Online News Broadcasting site-70 Park Of Commerce Drive, Suite 100, Boca Raton, FL, 33487; Start Date 12/2025; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Louis Hebert'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
February 23, 2010 - Present
EAGLE STRATEGIES LLC
Office #1: 790 East Bayou Pines Drive, Lake Charles, LA 70601RIA
CRD#: 110826
LAKE CHARLES, LA
Current
December 15, 1995 - Present
NYLIFE SECURITIES LLC
Office #1: 790 East Bayou Pines Drive, Lake Charles, LA 70601BD
CRD#: 5167
Lake Charles, LA
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
Alabama(10/24/2013)
RR
Arizona(11/16/2015)
RR
Arkansas(4/11/2006)
RR
Louisiana(12/18/1995)
IAR
Louisiana(2/23/2010)
RR
Maryland(5/4/2009)
RR
Mississippi(8/2/2005)
RR
Nebraska(6/15/2022)
RR
New Jersey(2/27/2013)
RR
New Mexico(1/20/2016)
RR
New York(12/2/2013)
RR
Oklahoma(8/19/2014)
RR
Pennsylvania(1/5/2012)
RR
South Dakota(10/6/2014)
RR
Tennessee(2/28/2013)
RR
Texas(4/5/1999)
IAR
Texas(5/27/2016)
RR
Wisconsin(7/22/2022)
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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Lake Charles, LA 70601TRUST BUT VERIFY
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