Rachel M. Wilder
EAGLE STRATEGIES LLC
ALPHARETTA, GA
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CRD#: 3231433
Professional summary
Rachel Marie Wilder, CFP®, ChFC®, who also goes by Rachel Marie Sparks, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Alpharetta, Georgia and NYLIFE SECURITIES LLC located in Alpharetta, Georgia.
Rachel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Rachel has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rachel Marie Sparks
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; insurance broker; investment related; start date 6/2006] [SHAKLEE CORPORATION; DISTRIBUTOR FOR VITAMINS AND SUPPLEMENTS;FOR PERSONAL USE ONLY IN ORDER TO GAIN PRODUCT DISCOUNT; NON INVESTMENT RELATED; START DATE 11/2011] [OPERATING UNDER THE DBA NAME OF WILDER WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ATLANTA, GA; START DATE: 04/2014] [Ginn Creek Investments LLC; 1/2 a unit of a conservation easement; Bowne and Associates CPA PC 251 Technology Pkwy Rome GA 30165; Start Date 08/2016; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Bickford Farm Investments, LLC; Once approved I plan to by one unit in a conservation easement called Bickford Farm. This is for tax purposes only. A conservation easement means the members agree to conserve the land and not build on it.; 251 Technology Pkwy; Start Date 12/2017; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Country Wood Lane Investments LLC; its a conservation easement; 251 Technology Pkwy Rome GA; Start Date 12/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; I plan to purchase one unit] [OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (ALPHARETTA GA); START DATE: 02/2023] [ProVisors; ProVisors is a national networking organization that i am a member and group leader; 11175 Cicero Drive, Bldg 200 Suite 300 Alpharetta, GA, 30022 ; Start Date 09/2024; Role/Title: member and group leader; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; I am marketing my business and building relationships with centers of influence. Also, I organize and lead the Alpharetta meeting monthly.]
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Marie Wilder'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®
CFP®
Start date: 2019
Experience
Current
June 6, 2006 - Present
EAGLE STRATEGIES LLC
Office #2: 3655 Brookside Parkway Suite 400, Alpharetta, GA 30022RIA
CRD#: 110826
ALPHARETTA, GA
Current
September 14, 2005 - Present
NYLIFE SECURITIES LLC
Office #1: 3655 Brookside Parkway Suite 400, Alpharetta, GA 30022BD
CRD#: 5167
Alpharetta, GA
Past
June 2, 1999 - August 30, 2005
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
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
Arizona(4/4/2024)
RR
Colorado(2/13/2015)
RR
Florida(9/7/2018)
RR
Georgia(9/14/2005)
IAR
Georgia(6/6/2006)
RR
Illinois(10/17/2025)
RR
Maryland(1/11/2017)
RR
Massachusetts(10/4/2024)
RR
Montana(8/23/2018)
RR
North Carolina(4/6/2021)
RR
Oregon(1/5/2021)
RR
Pennsylvania(3/16/2020)
IAR
Texas(11/17/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
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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.
