NB
Neil A. Bryson
EAGLE STRATEGIES LLC
FORT WAYNE, IN 46825
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CRD#: 4545332
NB
Professional summary
Neil Albert Bryson, ChFC®, CLU®, who also goes by Neil Albert Bryson, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Fort Wayne, Indiana and NYLIFE SECURITIES LLC located in Fort Wayne, Indiana.
Neil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Neil has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Neil Albert Bryson
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; SALES OF MEDICARE ADVANTAGE PLANS; COMMISSION; 4 HOURS WEEKLY] [NAB Realty, Inc.; Single use entity to own real estate; 5613 Lionel Dr FORT WAYNE, IN, 46815, USA; Start Date 08/1989; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Northeast Indiana Passenger Rail Association; Promotes projects that promote awareness of passenger rail in the Fort Wayne and northeast indiana area.; 221 W Baker St, Fort Wayne, IN 46802; Start Date 11/2021; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; General oversight as a board member. I will read their monthly statements and reports presented to the board] [Heart of Jesus Home For The Dying; Provides compassionate palliative care and spiritual support for guests with terminal illness, defined as 3 months or less to live.; 10902 Westmore Ct, Fort Wayne, IN 46845; Start Date 05/2023; Role/Title: Officer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]; vice president
CRS (Client Relationship Summary) - RIA
Click below to view Neil Albert Bryson'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®
Experience
Current
October 9, 2013 - Present
EAGLE STRATEGIES LLC
Office #1: 9921 Dupont Circle Drive West Suite 225, Fort Wayne, IN 46825Office #2: 5613 Lionel Drive, Fort Wayne, IN 46815RIA
CRD#: 110826
FORT WAYNE, IN
Current
February 24, 2003 - Present
NYLIFE SECURITIES LLC
Office #1: 9921 Dupont Circle Drive West Suite 210, Fort Wayne, IN 46825BD
CRD#: 5167
Fort Wayne, IN
Past
June 26, 2002 - January 13, 2003
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
DULUTH, GA
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(4/18/2012)
RR
California(9/16/2014)
RR
Florida(5/16/2014)
RR
Illinois(4/4/2003)
RR
Indiana(2/24/2003)
IAR
Indiana(10/9/2013)
RR
Maryland(6/29/2020)
RR
Michigan(4/9/2003)
RR
Missouri(10/16/2017)
RR
Nevada(7/27/2021)
RR
New Jersey(7/27/2016)
RR
New York(8/13/2019)
RR
North Carolina(8/9/2017)
RR
Ohio(6/6/2007)
RR
Pennsylvania(4/28/2014)
RR
South Carolina(8/14/2019)
RR
South Dakota(2/4/2021)
RR
Tennessee(11/12/2021)
RR
Texas(8/13/2019)
IAR
Texas(3/12/2020)
RR
Virginia(3/11/2005)
RR
Washington(4/25/2019)
RR
Wisconsin(2/19/2014)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Fort Wayne, IN 46825TRUST BUT VERIFY
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