AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
EA

Edward R. Allen

EAGLE GLOBAL ADVISORS LLC
HOUSTON, TX 77057
Some features on this profile are disabled
CRD#: 2833657
EA

Professional summary

Edward Rudge Allen III, who also goes by Eddie Allen, is a registered financial advisor currently at EAGLE GLOBAL ADVISORS LLC located in Houston, Texas.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Edward has worked at 1 firm and has passed the Series 65 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Eddie Allen

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Rudge Allen III'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

December 6, 1996 - Present

EAGLE GLOBAL ADVISORS LLC

Office #1: 5847 San Felipe Suite 930, Houston, TX 77057
RIA
CRD#: 107306
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".
EG
EAGLE GLOBAL ADVISORS LLC
EAGLE GLOBAL ADVISORS LLC

CRD#: 107306 / SEC#: 801-53294

RIA
Registered Investment Advisory firm - (11/14/1996 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.

Highlighted states indicate IAR registrations

IAR
Texas
(12/6/1996)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/29/1996
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 12/6/1996
General Securities Representative Examination

Current Firm

EG
EAGLE GLOBAL ADVISORS LLC
EAGLE GLOBAL ADVISORS LLC

CRD#: 107306 / SEC#: 801-53294

RIA
Registered Investment Advisory firm - (11/14/1996 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1330 Post Oak Boulevard Suite 3000, Houston, TX 77056
Mailing Address
Phone number
(713) 952-3550
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EAGLE GLOBAL ADVISORS FORM ADV PART 2A (8/26/2025)

Regulatory assets under management

Total Number of Accounts371
AUM (Assets Under Management)$ 2,461,774,037

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 GLOBAL ADVISORS LLC

CRD#: 107306Houston, TX 77057

TRUST BUT VERIFY

Monitor Edward Allen

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Troy Lynn Wootton Jr
Troy WoottonAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Sugar Land, TX
Darren Dindinger
Darren DindingerAdvisorCheck Check Mark
ALLWORTH FINANCIAL, L.P.
IAR
RR
Orting, WA
LW
Li-e WangAdvisorCheck Check Mark
TRANSAMERICA FINANCIAL ADVISORS, LLC
RR
Houston, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics