MT
Melanie V. Terry
EAGLE STRATEGIES LLC
BOWIE, MD 20715
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CRD#: 3198682
MT
Professional summary
Melanie Victoria Terry, who also goes by Mel White, Melanie VIctoria White, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Bowie, Maryland and NYLIFE SECURITIES LLC located in Bowie, Maryland.
Melanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Melanie has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mel White | Melanie Victoria White
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 HARBOR FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; COLUMBIA SOUTH CAROLINA; START DATE:4/2009] [APPOINTED WITH VARIOUS COMPANIES FOR THE PURPOSES OF BROKERING NON-REGISTERED INSURANCE PRODUCTS UNDER DBA HARBOR FINANCIAL GROUP; START DATE 4/2009; INVESTMENT RELATED] [CHURCH CLERK; NON INVESTMENT RELATED; START DATE 10/2003] [Southeastern Laurel Howard Chapter of the Continental Societies Inc.; Treasurer. International public service organization with 5 areas of focus: Health, Education, Employment, Recreation, Arts and Humanities to children in need by creating innovative activities while volunteering through outreach programs.; 633 Pennsylvania Avenue NW, First Floor, Washington, DC 20004; Start Date 10/2021; Role/Title: Officer; Not Investment Related; 7 hours per month; 0 hours per month during securities trading hours;Receive and deposit all funds of the Chapter for Continental Societies, Inc., Maintain adequate records of funds, Make a financial report at each chapter meeting, Executive Board, and when requested by the President, and serve as Chair of the Budget and Finance Committee.]
CRS (Client Relationship Summary) - RIA
Click below to view Melanie Victoria Terry'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
May 15, 2012 - Present
EAGLE STRATEGIES LLC
Office #1: 16701 Melford Blvd Suite 400, Bowie, MD 20715RIA
CRD#: 110826
BOWIE, MD
Current
December 4, 2002 - Present
NYLIFE SECURITIES LLC
Office #1: 16701 Melford Blvd Suite 400, Bowie, MD 20715BD
CRD#: 5167
Bowie, MD
Past
March 3, 2003 - October 29, 2004
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
BETHESDA, MD
Past
August 10, 2000 - December 4, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
TOWSON, MD
Past
May 18, 2000 - December 4, 2002
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 18, 2000 - December 4, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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(9/9/2024)
RR
California(8/8/2025)
RR
District of Columbia(4/13/2012)
RR
Georgia(9/2/2003)
RR
Maryland(12/4/2002)
IAR
Maryland(5/15/2012)
RR
North Carolina(3/31/2021)
RR
Oklahoma(1/2/2019)
RR
Pennsylvania(2/21/2024)
RR
South Carolina(8/6/2004)
RR
Virginia(7/13/2005)
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#: 110826Bowie, MD 20715TRUST BUT VERIFY
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