CM
Chauvon L. Mcfadden
EAGLE STRATEGIES LLC
VIENNA, VA 22182
Some features on this profile are disabled
CRD#: 4577259
CM
Professional summary
Chauvon Letroy Mcfadden is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Vienna, Virginia and NYLIFE SECURITIES LLC located in Vienna, Virginia.
Chauvon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Chauvon has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 products.; 8075 Leesburg Pike Suite 400 Vienna Va 22182; Start Date 06/2005; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CRIMSON 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; VIENNA, VA; START DATE: 10/2014] [LOUDOUN COUNTY ECONOMIC DEVELOPMENT COMMISSION; VOLUNTEER ADVISORY BOARD TO THE LOUDOUN COUNTY BOARD OF SUPERVISORS; 1 HARRISON ST., LEESBURG, VA 22175; START DATE: 01/2013; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 10 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Inova Loudoun Hospital Foundation; The Inova Health Foundation supports Inova's mission to provide world-class healthcare - every time, every touch - to each person in every community we have the privilege to serve.; Inova Foundation 8110 Gatehouse Road, Suite 200 East; Start Date 02/2020; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Bank of Charles Town; Personal and Business Banking; 111 E Washington St, Charles Town, WV 25414; Start Date 07/2020; Role/Title: Board Member; Investment Related; 3 hours per month; 1 hours per month during securities trading hours;Providing input on communicating and servicing the business community in Northern Virginia] [National Capital Area Council of Boy Scouts of America; board member; non investment related; start date 04/2015; Marriott Scout Center 9190 Rockville Pike Bethesda MD, 20814; 10 hours per month none during securities hours; My role will be to further develop the NCAC council of the BSA by speaking to Boy Scouts on the value of scouting, and assisting the council in the development of programs and resources for scouting.] [Washington Airports Task Force; The mission of the Washingon Airports Task force is to support the Virginia airports and its users.; 44701 Propeller Court, Suite 100, Dulles, Virginia 20166; Start Date 05/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours;provide guidance on policies,programs, and projects that impact the airports ability to grow and support its users and the region][Senior Executives Council; membership organization comprised of a select group of CEOs, Presidents or other key organizational leaders from Loudoun County's top corporations, private firms, non-profit organizations and government institutions.; 19301 Winmeade Drive Suite 210 Lansdowne VA. 20176; Start Date 01/2015; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; community outreach with other leaders in the county to help shape the strategic vision of Loudoun County Va][The Loudoun County Economic Development Authority; The Loudoun County Economic Development Authority is one component of Loudoun County's efforts to promote business growth in Loudoun; 43777 Central Station Drive Suite 300 Ashburn Virginia 20147; Start Date 06/2018; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; review along with the entire board applications for special financing and discuss strategies to retain and attract business to Loudoun County. I will also serve as an ambassador promoting business growth in Loudoun County]
CRS (Client Relationship Summary) - RIA
Click below to view Chauvon Letroy Mcfadden'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
September 11, 2023 - Present
EAGLE STRATEGIES LLC
Office #1: 8075 Leesburg Pike Suite 400, Vienna, VA 22182RIA
CRD#: 110826
VIENNA, VA
Current
February 3, 2003 - Present
NYLIFE SECURITIES LLC
Office #1: 8075 Leesburg Pike Suite 400, Vienna, VA 22182BD
CRD#: 5167
Vienna, VA
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
Alabama(6/8/2011)
RR
California(10/13/2015)
RR
District of Columbia(10/16/2012)
RR
Florida(11/8/2023)
RR
Louisiana(8/15/2024)
RR
Maryland(4/14/2003)
RR
Massachusetts(8/27/2024)
RR
Missouri(3/13/2023)
RR
Montana(12/18/2020)
RR
New Jersey(1/15/2020)
RR
New York(7/22/2024)
RR
North Carolina(4/7/2021)
RR
Pennsylvania(9/24/2024)
RR
Texas(8/25/2015)
IAR
Texas(7/23/2024)
RR
Vermont(12/20/2022)
RR
Virginia(2/3/2003)
IAR
Virginia(9/11/2023)
RR
Washington(6/18/2025)
RR
West Virginia(4/12/2005)
Exams
State Security Law Exam
State Security Law 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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#: 110826Vienna, VA 22182TRUST BUT VERIFY
Monitor Chauvon Mcfadden
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
