SC
Sharon K. Combs
EAGLE STRATEGIES LLC
LAKE MARY, FL 32720
Some features on this profile are disabled
CRD#: 2862127
SC
Professional summary
Sharon Kay Combs, who also goes by Sharon Charlton, Sharon Kay Sexton, Sharon Sexton, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Lake Mary, Florida and NYLIFE SECURITIES LLC located in Lake Mary, Florida.
Sharon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Sharon has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Sharon Charlton | Sharon Kay Sexton | Sharon Sexton
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 insurance products; 495 N Keller Rd, Suite 150, Maitland, FL 32751; Start Date 06/2018; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [All Florida Recovery of Central Florida, Inc.; Asset Recovery; 9116 Overland Road, Apopka, FL 32703; Start Date 05/2020; Role/Title: Officer; Not Investment Related; 30 hours per month; 0 hours per month during securities trading hours;preparing his monthly ledger, monthly budget, and reconciling his bank statements] [OPERATING UNDER THE DBA NAME OF PARADIGM FINANCIAL & INSURANCE SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MAITLAND, FL; START DATE: 05/2018] [Rental Property; we bought a condo for our kids to live in & they pay rent to stay; 1325 Lake Shadow Cir, Maitland, FL; Start Date 03/2018; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours;collect rent / pay the mortgage]
CRS (Client Relationship Summary) - RIA
Click below to view Sharon Kay Combs'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
August 26, 2025 - Present
EAGLE STRATEGIES LLC
Office #1: 1961 South Woodland Blvd Suite 2, Lake Mary, FL 32720RIA
CRD#: 110826
LAKE MARY, FL
Current
August 12, 2015 - Present
NYLIFE SECURITIES LLC
Office #1: 1961 South Woodland Blvd Suite 2, Lake Mary, FL 32720BD
CRD#: 5167
LAKE MARY, FL
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(6/27/2017)
RR
Florida(8/20/2015)
IAR
Florida(8/26/2025)
RR
New Jersey(4/19/2024)
RR
Pennsylvania(11/30/2017)
RR
Virginia(8/2/2021)
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
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.
