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Chauvon Letroy Mcfadden

EAGLE STRATEGIES
VIENNA, VA
·CRD# 4577259·23 years experience

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.

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.

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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

23 years in the financial services industry

Current & Past Employments

EAGLE STRATEGIES LLC·CRD# 110826
RIA
8075 Leesburg Pike, Vienna, VA 22182
September 11, 2023 - Present
NYLIFE SECURITIES LLC·CRD# 5167
BD
8075 Leesburg Pike Suite 400, Vienna, VA 22182
February 3, 2003 - 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

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] [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]

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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
(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
Virginia
(2/3/2003)
IAR
Virginia
(9/11/2023)
RR
Washington
(6/18/2025)
RR
West Virginia
(4/12/2005)

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 65 — Uniform Investment Adviser Law Examination

Passed Sep 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2003About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jan 2003About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Chauvon Letroy Mcfadden's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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