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Timothy Harrell Martin

EAGLE STRATEGIES
TUCKER, GA
·CRD# 4339480·25 years experience

Professional Summary

Timothy Harrell Martin is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Tucker, Georgia and NYLIFE SECURITIES LLC located in Tucker, Georgia. Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Timothy has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

25 years in the financial services industry

Current & Past Employments

EAGLE STRATEGIES LLC·CRD# 110826
RIA
3580 Habersham At Northlake, Tucker, GA 30030
October 15, 2007 - Present
NYLIFE SECURITIES LLC·CRD# 5167
BD
3580 Habersham At Northlake, Tucker, GA 30030
March 9, 2001 - Present

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Current Firm

ES
EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - SEC (10/14/1988 Approved)

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

# of Employees

3,190

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/27/2026Cover PageReport
01/24/2025Cover PageReport
04/25/2024Cover PageReport
12/20/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

[Decatur Rotary Club; Rotary club meets once a week for lunch and once a month for board meetings; Decatur Rotary Club PO Box 845 Decatur GA 30031; Start Date 01/2016; Role/Title: Director; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF TIM MARTIN 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; DECATUR, GA; START DATE: 05/2017] [Oxford College of Emory University Alumni Board; Alumni Board; 110 Few Circle, Oxford, GA 30054; Start Date 02/2018; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Plan class reunions, alumni giving awareness] [DeKalb Library Foundation; Support the DeKalb Public Library with funds that tax dollars cannot provide; 3560 Kensington Rd, Decatur, GA 30032; Start Date 02/2019; Role/Title: President 2024-2025; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Help awareness, promote the library, help with fundraising events] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1435-B McLendon Dr, Decatur, GA 30033; Start Date 11/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Rental Property; Purchasing an office building and set up a LLC with a business partner for ownership. Move my office there and rent space to cover expenses. Possible that one of the persons that would rent could be a NYL client or Agent.; 914 Church St, Decatur, GA 30030; Start Date 10/2021; Role/Title: Partner; Investment Related; 10 hours per month; 4 hours per month during securities trading hours] [Decatur Rotary Foundation; Foundation for the Decatur Rotary Club benefiting the surrounding community; PO Box 845, Decatur, GA 30031; Start Date 07/2022; Role/Title: Treasurer; Investment Related; 2 hours per month; 1 hours per month during securities trading hours; treasurer][Druid Hills Golf Club Finance Committee; Private non-profit golf and country club; 740 Clifton Rd NE, Atlanta, GA 30307; Start Date 07/2025; Role/Title: Finance committee member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Advise the board, officers, and general manager on accounting and expenses by committee][Martin Wealth Strategies, LLC; Purchase office condo for my business; 3580 Habersham At Northlake, Tucker, GA 30084; Start Date 11/2025; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [NAIFA Georgia; Director, NAIFA empowers financial professionals and consumers through world-class advocacy and education.; 241 West Wieuca Rd NE Atlanta, GA 30342; Start Date 08/2026; Role/Title: Director; Investment Related; 4 hours per month; 4 hours per month during securities trading hours; Encourage participation and communicate information]

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(2/2/2015)
RR
California
(6/7/2016)
RR
Florida
(1/20/2009)
RR
Georgia
(3/12/2001)
IAR
Georgia
(10/15/2007)
RR
Illinois
(2/13/2017)
RR
Kentucky
(1/11/2017)
RR
Louisiana
(5/8/2017)
RR
Maryland
(7/22/2011)
RR
Massachusetts
(10/4/2019)
RR
Mississippi
(2/13/2015)
RR
New Hampshire
(1/10/2023)
RR
North Carolina
(4/1/2022)
RR
Ohio
(2/28/2024)
RR
Oregon
(11/11/2024)
RR
South Carolina
(9/14/2020)
RR
Tennessee
(1/18/2022)
RR
Texas
(3/27/2020)
IAR
Texas
(1/3/2026)
RR
Virginia
(9/7/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Aug 2007About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2001About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2004About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 2001About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Apr 2006About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Timothy Harrell Martin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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