WR
William C. Rowell
EAGLE STRATEGIES LLC
MYRTLE BEACH, SC 29572
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CRD#: 4396537
WR
Professional summary
William C. Rowell, who also goes by Cary Rowell, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Myrtle Beach, South Carolina and NYLIFE SECURITIES LLC located in Myrtle Beach, South Carolina.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. William has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cary Rowell
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 VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS VIA DBA ROWELL INSURANCE AND BENEFITS CO., LLC; INVESTMENT RELATED; START DATE 12/2006] [Coastal Carolina University Planned Giving Advisory Board; Advice to Education Foundation; PO Box 261954 Conway SC 29528; Start Date 06/2012; Role/Title: Chair Person; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Moderate meetings and advise Education Foundation on council activities and format] [MYRTLE BEACH SUNRISE ROTARY CLUB; NON INVESTMENT RELATED; COMMUNITY SERVICE PROJECTS; WEEKLY MEETINGS; 12 HOURS PER MONTH; PRESIDENT; START DATE 5/2013] [Health Enrollment Services LLC; Investment related; owner; 202 Elm St Conway SC 29526; start date 11/2014; health insurance enrollment; 4 hours per month with 4 during sec hrs] [John Rowell Enterprises Inc; Business owns and manages rental property; PO Box 4186 Florence SC 29502; Start Date 03/2018; Role/Title: Vice President; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Myrtle Beach Economic Development Corporation; Works with city, county and state government to solicit business re-location to Horry County and to encourage local business expansion.; 2050 Hwy 501 E, Bldg 100 Conway SC 29526; Start Date 01/2019; Role/Title: Board Member; Not Investment Related; 3 hours per month; 2 hours per month during securities trading hours] [HORRY GEORGETOWN HOME BUILDERS ASSOCIATION; PROMOTE REAL ESTATE DEVELOPMENT AND CONSTRUCTION TO ENHANCE HOME BUILDING INDUSTRY; 728 US 501 CONWAY SC 29526; Start Date 05/2022; Role/Title: Member; Investment Related; 3 hours per month; 3 hours per month during securities trading hours; MEMBER OF AMBASSADOR COMMITTEE ENCOURAGE MEMBERSHIP AND WELCOME NEW MEMBERS][Significance Now; book; 3078 Rockwater Circle Myrtle Beach SC 29588; Start Date 09/2025; Role/Title: Owner; Not Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view William C. Rowell'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
January 28, 2016 - Present
EAGLE STRATEGIES LLC
Office #1: 628 Chestnut Centre Suite 9, Myrtle Beach, SC 29572RIA
CRD#: 110826
MYRTLE BEACH, SC
Current
March 6, 2002 - Present
NYLIFE SECURITIES LLC
Office #1: 628 Chestnut Centre Suite 9, Myrtle Beach, SC 29572BD
CRD#: 5167
Myrtle Beach, SC
Past
June 1, 2001 - February 4, 2002
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
June 1, 2001 - February 4, 2002
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
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(10/16/2024)
RR
California(10/11/2024)
RR
Florida(10/20/2015)
RR
Georgia(6/4/2019)
RR
Michigan(10/1/2025)
RR
North Carolina(1/4/2007)
RR
South Carolina(3/6/2002)
IAR
South Carolina(1/28/2016)
RR
Tennessee(6/5/2025)
RR
Texas(1/7/2022)
IAR
Texas(2/15/2022)
RR
Virginia(6/25/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Myrtle Beach, SC 29572TRUST BUT VERIFY
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