Tamara Haskins

EAGLE STRATEGIES LLC

CLARKSBURG, MD

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CRD#: 4203733

Professional summary

Tamara Haskins, who also goes by Tamara Lisa Gaillard, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Clarksburg, Maryland and NYLIFE SECURITIES LLC located in Clarksburg, Maryland.

Tamara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Tamara has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tamara Lisa Gaillard

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; 6901 Rockledge Dr., Suite 500 Bethesda, MD 20817; Start Date 01/2018; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [Haskins and Haskins Group, llc; Marketing and promotion for son Dwayne Haskins, projected first round draft pick for NFL.; 50 Napa Valley Rd. Gaithersburg, MD 20878; Start Date 03/2019; Role/Title: Owner; Not Investment Related; 20 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; CLARKSBURG, MD; START DATE: 12/2021] [Haskins Family Foundation Inc; To promote the goodwill of people by providing community outreach opportunities, inspiring community leadership, self-improvement and educational programming.; 22505 Gateway Center Drive Unit #1044 Clarksburg, MD 20871; Start Date 10/2022; Role/Title: Officer; Not Investment Related; 10 hours per month; 10 hours per month during securities trading hours; help manage day to day operations]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tamara Haskins'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 15, 2016 - Present

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

CLARKSBURG, MD

Current

January 3, 2015 - Present

NYLIFE SECURITIES LLC

CRD#: 5167

CLARKSBURG, MD

Past

January 27, 2014 - July 18, 2014

TRIAD ADVISORS LLC

CRD#: 25803

ROCKVILLE, MD

Past

October 18, 2013 - July 11, 2014

EAGLESTONE WEALTH ADVISORS, INC.

RIA

CRD#: 141014

ROCKVILLE, MD

Past

October 17, 2011 - November 3, 2011

THE RETIREMENT GROUP, LLC

RIA

CRD#: 148296

SAN DIEGO, CA

Past

September 13, 2011 - January 31, 2012

FSC SECURITIES CORPORATION

CRD#: 7461

HIGHLAND PARK, NJ

Past

January 31, 2008 - August 30, 2011

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

HIGHLAND PARK, NJ

Past

January 31, 2008 - August 30, 2011

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

HIGHLAND PARK, NJ

Past

October 1, 2004 - February 1, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

EDISON, NJ

Past

August 24, 2000 - February 1, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

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.

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

Alabama
(2/3/2021)

District of Columbia
(1/30/2019)

Florida
(10/31/2018)

Georgia
(3/8/2019)

Maryland
(1/6/2015)

IAR

Maryland
(12/15/2016)

New Jersey
(1/13/2015)

New York
(6/8/2021)

Ohio
(1/5/2015)

Virginia
(1/5/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 1/21/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 9/30/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (11/11/2025)

EAGLE STRATEGIES DISCLOSURE BROCHURE (10/23/2025)

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	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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.

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Tamara Haskins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tamara Haskins's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

TRIAD ADVISORS LLC

EAGLESTONE WEALTH ADVISORS, INC.

THE RETIREMENT GROUP, LLC

FSC SECURITIES CORPORATION

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/21/2005

Series 65

Date: 9/30/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/23/2000

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

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