JG
Judi I. Gordon
EAGLE STRATEGIES LLC
ROSEVILLE, CA 95661
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CRD#: 4741223
JG
Professional summary
Judi Ilana Gordon, who also goes by Judi I Gordon, Judi Gordon, Judi Radomsky, Judy Radomsky, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Roseville, California and NYLIFE SECURITIES LLC located in Roseville, California.
Judi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Judi has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Judi I Gordon | Judi Gordon | Judi Radomsky | Judy Radomsky
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.
[Satarfall Airbnb; Not investment-related; 3204 Western Drive, Cameron Park CA 95682; rent out a room in our home, I am one of the homeowners, I am the sole proprietor of the business; started 10/2022,;5 hours/month, 0 hours during trading hours; turn the room over between guests, welcome guests.] [Juliet Golf Aviation; Ground school flight instructor; Not investment-related; 3204 Western Drive, Cameron Park CA 95682; instruct students in aviation material necessary to prepare for their Private Pilot written exam; instructor; start 05/2023; 5 hours/week, 0 hours during trading hours; instruct students] [EXPERIMENTAL AIRCRAFT ASSOCIATION HANGTOWN CHAPTER 512; national organization whose mission it is to grow participation in aviation by promoting the Spirit of Aviation.; 3483 Airport Rd, Placerville, CA 95667; Start Date 01/2019; Role/Title: Board Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; treasurer]
CRS (Client Relationship Summary) - RIA
Click below to view Judi Ilana Gordon'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
November 19, 2024 - Present
EAGLE STRATEGIES LLC
Office #1: 2999 Douglas Blvd Suite 300, Roseville, CA 95661RIA
CRD#: 110826
ROSEVILLE, CA
Current
November 10, 2023 - Present
NYLIFE SECURITIES LLC
Office #1: 2999 Douglas Blvd Ste. 350, Roseville, CA 95661BD
CRD#: 5167
Roseville, CA
Past
April 14, 2008 - April 22, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
HIGHLAND PARK, IL
Past
December 20, 2007 - April 22, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
HIGHLAND PARK, IL
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
California(3/1/2024)
IAR
California(11/19/2024)
RR
Florida(12/19/2024)
RR
Maryland(2/19/2025)
RR
Nevada(4/5/2024)
RR
New York(12/19/2024)
RR
Oklahoma(4/8/2025)
RR
Tennessee(1/21/2025)
RR
Washington(4/5/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/10/2023
General Securities Representative ExaminationGeneral 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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Roseville, CA 95661TRUST BUT VERIFY
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