Christine L. Medeiros
EAGLE STRATEGIES LLC
Honolulu, HI 96813
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CRD#: 4613829
Professional summary
Christine Lan-huei Cheng Medeiros, CFA, CFP®, who also goes by Christine Lan-huei Cheng, Christine Lan-huei Medeiros, Christine Lan-huei Ono, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Honolulu, Hawaii and NYLIFE SECURITIES LLC located in Honolulu, Hawaii.
Christine is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Christine has worked at 4 firms and has passed the Series 63, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Christine Lan-Huei Cheng | Christine Lan-Huei Medeiros | Christine Lan-Huei Ono
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; 841 Bishop Street, Suite 1900, Honolulu, HI 96813; Start Date 07/2017; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 4 hours per month during securities trading hours] [CFA Society of Hawaii; Participating on the board as part of the Branding Committee with a focus on women in finance; P.O. Box 580 Honolulu, HI 96809; Start Date 09/2017; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [CFP Board Disciplinary and Ethics Commission; Volunteer CFP Board Disciplinary and Ethics Commission reviews facts related to potential code of conduct/ethics violations by CFP professionals/candidates and issues a final order of discipline/sanction.; 1425 K ST NW #800, WASHINGTON, DC 20005; Start Date 01/2021; Role/Title: Volunteer; Investment Related; 8 hours per month; 2 hours per month during securities trading hours;I have been appointment to a term on the CFP Board Disciplinary and Ethics Commission ("DEC") which reviews cases related to potential code of conduct or ethics violations by CFP professionals and/or candidates. The term runs from 6/15/21 - 3/31/22 and may or may not be renewed. I would be participating in Hearing Panels that review cases and make recommendations to the DEC for appropriate sanctions. In addition, as a member of DEC I will assist in reviewing Hearing Panel recommendations to issue a final order.] [Enchanted Lake Elementary Robotics Team; students at Enchanted Lake Elementary participating in the FIRST LEGO League Challenge Competition; 770 Keolu Drive, Kailua, HI 96734; Start Date 08/2023; Role/Title: Team Administrator/Mentor; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; help register the team for events and mentor the students on their research project and presentation][CFP Board Appeals Commission; The CFP Board is the body that oversees Certified Financial Planners. The Appeals Commission reviews cases presenting by CFP individuals seeking to appeal the sanction or disciplinary actions determined by Disciplinary and Ethics Commission.; 1425 K St NW #800, Washington, DC 20005; Start Date 01/2025; Role/Title: Volunteer; Investment Related; 4 hours per month; 2 hours per month during securities trading hours; appeals commission][Enchanted Lake PTA; parent teacher association for Enchanted Lake Elementary School. It provides a forum for parents and teachers to collaborate on initiatives for the school's benefit.; 770 Keolu Drive, Kailua, HI 96734; Start Date 03/2021; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [Enchanted Lake Elementary School - School Community Council; School Community Councils are forums for exchanging ideas about how to improve student achievement among the school's stakeholders-principals, teachers, school staff, parents, students and community members.; 770 Keolu Drive Kailua, HI 96734; Start Date 09/2025; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Enchanted Lake Elementary School - School Community Council; School Community Councils are forums for exchanging ideas about how to improve student achievement among the school's stakeholders-principals, teachers, school staff, parents, students and community members.; 770 Keolu Drive Kailua, HI 96734; Start Date 09/2025; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; parent representative]
CRS (Client Relationship Summary) - RIA
Click below to view Christine Lan-huei Cheng Medeiros'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®
CFP®
Start date: 2012
Experience
Current
January 6, 2015 - Present
EAGLE STRATEGIES LLC
Office #1: 733 Bishop Street Suite 2800, Honolulu, HI 96813RIA
CRD#: 110826
Honolulu, HI
Current
July 22, 2014 - Present
NYLIFE SECURITIES LLC
Office #1: 733 Bishop Street Suite 2200 & 2150, Honolulu, HI 96813BD
CRD#: 5167
HONOLULU, HI
Past
November 24, 2004 - March 18, 2005
CITY NATIONAL SECURITIES, INC.
BD
CRD#: 103705
LOS ANGELES, CA
Past
March 6, 2003 - October 20, 2004
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WOODLAND HILLS, CA
Past
February 17, 2003 - October 20, 2004
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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
Alaska(2/4/2022)
RR
California(10/9/2014)
RR
Colorado(4/27/2021)
RR
Florida(1/7/2020)
RR
Hawaii(8/5/2014)
IAR
Hawaii(1/6/2015)
RR
New York(2/26/2019)
RR
Oregon(6/1/2017)
RR
Virginia(8/28/2020)
RR
Washington(5/5/2016)
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
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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.
