Brian T. Petrov
Professional summary
Brian Terrence Petrov is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Pearland, Texas and NYLIFE DISTRIBUTORS LLC located in Saratoga Springs, New York.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Brian has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Brian Terrence Petrov's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 14, 2009 - Present
EAGLE STRATEGIES LLC
January 6, 2006 - Present
NYLIFE DISTRIBUTORS LLC
June 24, 2005 - December 31, 2005
INVESTORS CAPITAL CORP.
August 20, 2003 - October 4, 2004
IFMG SECURITIES, INC.
April 25, 1996 - June 2, 2003
INVESCO DISTRIBUTORS, INC.
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/6/2006)
(9/14/2009)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
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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