WY
Wesley R. Young
EAGLE STRATEGIES LLC
LEANDER, TX
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CRD#: 4632589
WY
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.
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 VARIOUS OUTSIDE INSURANCE AGENCIES FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS; DBA, WES YOUNG & ASSOCIATES; 6200 BRIDGEPOINT PARKWAY, SUITE 300, AUSTIN, TX 78730] [AUTHOR; CHRISTIAN LEADERSHIP BOOK ; NON-INVESTMENT RELATED; START DATE 3/2010;18409 ANGELS VALLEY DR LEANDER TX 78641: BOOK ROYALTIES-SPEAKING FEES;5HOURS PER MONTH-2 DURING SECURITIES HOURS] [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 ACTIVITY; PERSONAL BUSINESS INCOME][PLANNING SHEPHERD, LLC; SOFTWARE TOOLS FOR SMALL BUSINESS; 18409 ANGEL VALLEY DR. LEANDER TX 78641; START DATE 06/2012; ROLE/TITLE: 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; NOT INVESTMENT RELATED; No time on activity] [What Do You Do - Business Book Author; book for people 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-3 hours per month during securities trading hours; teaching my approach to running our insurance/financial services business; owner][North Point Church; Building a church; North Point Church 1320 Arrow Point Drive Suite 201 Cedar Park, TX 78613; Start Date 03/2019; Volunteer; Not Investment Related; 4 hours per month; 0 hours during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 10/2014; Passive Shareholder; Investment Related; 1 hours per month; 1hour during trading hrs] [Young Vines LLC; Farming; 18409 Angel Valley Dr. Austin TX 78641; Start Date 12/2015; Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][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 for meat; 320 Ridge View Drive. Georgetown TX 89623; Start Date 05/2022; Partner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Young Vines LLC; Boat dock ownership; 3300 Scenic Valley drive, Leander TX 78641; Start Date 12/2022; Investor; Not Investment Related; no time on activity; passive owner][Kudu Capital; Personal Reinsurance Company; owner; investment related; start date 12/2022; 1 hour per month-not during sec hrs; passive owner][Empowerment Company, LP; personal family accounting entity for all revenue and expenses for our financial planning/services work and approved OBA's; 3300 Scenic Valley Dr. Leander TX 78641; Start Date 01/2024; Partner; inv related; 5 hours per month 5 during sec hours; manage LP] [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] [CD Montana HH holdings LLC; holds stake in Healthcare Horizons-medical claims audit firm; 317 Central Ave. Unit 201 Whitefish, MT 59937; Start Date 12/2024; Investor; Not Investment Related; No time on activity] [Lakeside Downtown Development North Stoner, LLC (Bridge Loan); note holder for a real estate development; PO Box 5328 whitefish, MT 59937; Start Date 04/2025; Role/Title: Passive Owner; Not Investment Related]
CRS (Client Relationship Summary) - RIA
Click below to view Wesley Ray Young'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
February 10, 2006 - Present
EAGLE STRATEGIES LLC
Office #2: 6200 Bridgepoint Parkway Suite 300, Austin, TX 78730RIA
CRD#: 110826
LEANDER, TX
Current
May 5, 2003 - Present
NYLIFE SECURITIES LLC
Office #1: 6200 Bridgepoint Parkway Suite 300, Austin, TX 78730BD
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".
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(10/3/2025)
RR
Arizona(1/30/2018)
RR
Arkansas(7/9/2025)
RR
California(2/27/2015)
RR
Colorado(4/7/2008)
RR
Connecticut(2/26/2025)
RR
Delaware(11/15/2022)
RR
Florida(5/31/2013)
RR
Georgia(7/30/2024)
RR
Hawaii(6/18/2025)
RR
Idaho(6/13/2023)
RR
Illinois(10/11/2005)
RR
Indiana(8/16/2024)
RR
Kentucky(2/28/2017)
RR
Louisiana(7/1/2010)
RR
Maine(8/11/2023)
RR
Maryland(2/26/2025)
RR
Massachusetts(2/28/2013)
RR
Michigan(4/29/2020)
RR
Minnesota(6/5/2019)
RR
Mississippi(4/10/2024)
RR
Missouri(10/30/2018)
RR
Montana(4/6/2020)
RR
Nevada(6/23/2020)
RR
New Jersey(6/18/2024)
RR
New Mexico(6/24/2020)
RR
New York(6/24/2020)
RR
North Carolina(11/13/2017)
RR
Ohio(3/3/2025)
RR
Oklahoma(12/7/2015)
RR
Oregon(4/2/2024)
RR
South Carolina(4/27/2022)
RR
South Dakota(2/26/2025)
RR
Tennessee(2/27/2017)
RR
Texas(5/5/2003)
IAR
Texas(2/10/2006)
RR
Utah(8/4/2025)
RR
Virginia(1/8/2025)
RR
Washington(1/2/2018)
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
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.
