Wesley R. Young

EAGLE STRATEGIES

LEANDER, TX

Some features on this profile are disabled

CRD#: 4632589

Professional summary

Wesley Ray Young is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Leander, Texas and NYLIFE SECURITIES LLC located in Austin, Texas.

Wesley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Wesley has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

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 VARIOUS OUTSIDE INSURANCE AGENCIES FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS; DBA, WES YOUNG & ASSOCIATES; 6200 BRIDGEPOINT PARKWAY, SUITE 300, AUSTIN, TX 78730] [CHRISTIAN MINISTRY WORK; PASTOR; NON-INVESTMENT RELATED; START DATE 03/2010][EMPOWERMENT COMPANY LLC; GP; 18409 ANGEL VALLEY DRIVE LEANDER TX 78641; START DATE 1/2006; INVESTMENT REALTED; PERSONAL INCOME][PLANNING SHEPHERD, LLC; SOFTWARE TOOLS FOR SMALL BUSINESS; 18409 ANGEL VALLEY DR. LEANDER TX 78641; START DATE 06/2012; PARTNER; NOT INVESTMENT RELATED; 10 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [ECLIPSE TOXICOLOGY; ADDICTION TREATMENT FACILITIES.; 1077 CENTRAL PARKWAY S. SAN ANTONIO, TEXAS 78232; START DATE 05/2015; Passive INVESTOR] [What Do You Do - Business Book Author; running Financial Planning business; 18409 Angel Valley Dr Leander, TX 78641; Start Date 01/2013; Author; Investment Related; 5 hours per month; 2 hours per month during securities trading hours][Wesley Young-Sole Prop; investment related; 18409 Angel Valley Drive. Leander TX 78641; start date 04/2017; 3 hours per month and during securities trading hours; teaching my approach to running our insurance/financial services business; owner][North Point Church; Start Date 03/2019; Volunteer] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; New York, NY 10010; Start Date 10/2014; Passive Shareholder] [Young Vines LLC; Farming; 18409 Angel Valley Dr. Austin TX 78641; Start Date 12/2015; Owner; Not Investment Related; 1 hours per month][OPERATING UNDER THE DBA NAME OF SILAS PARKER & ASSOCIATES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; AUSTIN, TX; START DATE: 02/2022][Yak Attak; raise Yak; 320 Ridge View Drive. Georgetown TX 89623; Start Date 05/2022; Partner; Not Investment Related][VIRTUALENS SURGICAL LLC; manufactures and sells virtual glasses;406 Sterling Heights Ct., Cedar Park, TX 78613; Start Date 11/2025; Role/Title: Passive Member] [Young Vines LLC; Boat dock ownership; 3300 Scenic Valley drive, Leander TX 78641; Start Date 12/2022; Passive Investor][Kudu Capital; Personal Reinsurance Company; passive owner; investment related; start date 12/2022][NP Austin Investments, LLC; commercial real estate; 1320 Arrow Point Dr. Cedar Park, Texas 78613; Start Date 01/2024; Passive Member; Investment Related; no time on activity][DARKRAVEN SPV 1 LLC; Genetics; 4928 West Tower Heights Drive, Riverton, UT 84096; Start Date 12/2024; Passive investor] [DARKRAVEN SPV II LLC; passive owner; start date 11/2025; not inv related] [OPERATING UNDER THE DBA NAME OF SAVAGEN STRATEGY FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; AUSTIN, TX; START DATE 01/2026][Christian Leadership Author; Book-Beautiful savage; 2721 Ambush Canyon Leander TX 78641; Start Date 03/2026; Owner; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; author speaking engagements][Empowerment Company, LP; personal family accounting entity-Accounts for all revenue and expenses for our financial planning/services work and approved OBA's Financial Planning Teaching, Author, Speaker. ; 3300 Scenic Valley Dr. Leander TX 78641; Start Date 01/2024; Role/Title: Partner; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley Ray Young's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 10, 2006 - Present

EAGLE STRATEGIES LLC

Office #2: 6200 Bridgepoint Parkway Suite 300, Austin, TX 78730

RIA

CRD#: 110826

LEANDER, TX

Current

May 5, 2003 - Present

NYLIFE SECURITIES LLC

Office #1: 6200 Bridgepoint Parkway Suite 300, Austin, TX 78730

CRD#: 5167

AUSTIN, TX

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".

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.

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

Alabama
(10/3/2025)

Arizona
(1/30/2018)

Arkansas
(7/9/2025)

California
(2/27/2015)

Colorado
(4/7/2008)

Connecticut
(2/26/2025)

Delaware
(11/15/2022)

Florida
(5/31/2013)

Georgia
(7/30/2024)

Hawaii
(6/18/2025)

Idaho
(6/13/2023)

Illinois
(10/11/2005)

Indiana
(8/16/2024)

Kentucky
(2/28/2017)

Louisiana
(7/1/2010)

Maine
(8/11/2023)

Maryland
(2/26/2025)

Massachusetts
(2/28/2013)

Michigan
(4/29/2020)

Minnesota
(6/5/2019)

Mississippi
(4/10/2024)

Missouri
(10/30/2018)

Montana
(4/6/2020)

Nevada
(6/23/2020)

New Jersey
(6/18/2024)

New Mexico
(6/24/2020)

New York
(6/24/2020)

North Carolina
(11/13/2017)

Ohio
(3/3/2025)

Oklahoma
(12/7/2015)

Oregon
(4/2/2024)

South Carolina
(4/27/2022)

South Dakota
(2/26/2025)

Tennessee
(2/27/2017)

Texas
(5/5/2003)

IAR

Texas
(2/10/2006)

Utah
(8/4/2025)

Virginia
(1/8/2025)

Washington
(1/2/2018)

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

State Security Law Exam

IAR

Series 65

Date: 12/19/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/26/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/10/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/3/2003

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (3/3/2026)

EAGLE STRATEGIES DISCLOSURE BROCHURE (3/3/2026)

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	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Wesley R. Young

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley Ray Young's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/19/2005

Series 63

Date: 4/26/2003

SIE

Date: 10/1/2018

Series 7

Date: 7/10/2013

Series 6

Date: 5/3/2003

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

Similar Advisors