Joseph G. Doniger

EAGLE STRATEGIES

VIENNA, VA 22182

CRD#: 4875570

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Professional summary

Joseph G Doniger, who also goes by Joe Doniger, Joseph George Doniger, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Vienna, Virginia and NYLIFE SECURITIES LLC located in Vienna, Virginia.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Joseph has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Aliases

Joe Doniger | Joseph George Doniger

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph G Doniger'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

July 1, 2026 - Present

EAGLE STRATEGIES LLC

Office #1: 8075 Leesburg Pike, Vienna, VA 22182

RIA

CRD#: 110826

VIENNA, VA

Current

March 20, 2026 - Present

NYLIFE SECURITIES LLC

Office #1: 8075 Leesburg Pike Suite 400, Vienna, VA 22182

CRD#: 5167

VIENNA, VA

Past

June 23, 2020 - July 25, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WASHINGTON, DC

Past

June 17, 2020 - July 25, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WASHINGTON, DC

Past

June 12, 2019 - December 31, 2019

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Rockville, MD

Past

June 11, 2019 - December 31, 2019

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Rockville, MD

Past

February 21, 2019 - April 16, 2019

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Bethesda, MD

Past

January 31, 2019 - April 16, 2019

PRUCO SECURITIES, LLC.

CRD#: 5685

Bethesda, MD

Past

July 24, 2017 - January 25, 2019

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ROCKVILLE, MD

Past

June 7, 2017 - January 25, 2019

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

WASHINGTON, DC

Past

October 3, 2014 - May 9, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

POTOMAC, MD

Past

October 2, 2014 - May 9, 2017

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

POTOMAC, MD

Past

April 16, 2014 - September 18, 2014

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

BETHESDA, MD

Past

May 28, 2013 - August 28, 2013

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

VIENNA, VA

Past

May 2, 2013 - August 28, 2013

SIGNATOR INVESTORS, INC.

CRD#: 468

VIENNA, VA

Past

October 20, 2011 - August 1, 2012

CL WEALTH MANAGEMENT LLC

RIA

CRD#: 134922

SCHAUMBURG, IL

Past

October 10, 2011 - August 1, 2012

ALLIED BEACON PARTNERS, INC.

CRD#: 46227

KATY, TX

Past

September 25, 2008 - November 20, 2009

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

BETHESDA, MD

Past

September 25, 2008 - November 20, 2009

MML INVESTORS SERVICES, LLC

CRD#: 10409

BETHESDA, MD

Past

July 11, 2008 - August 13, 2008

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

BALTIMORE, MD

Past

July 2, 2007 - August 13, 2008

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BALTIMORE, MD

Past

February 9, 2007 - June 18, 2007

SIGNATOR INVESTORS, INC.

CRD#: 468

PLANTATION, FL

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

Maryland
(4/3/2026)

IAR

Maryland
(7/1/2026)

Virginia
(4/7/2026)

IAR

Virginia
(7/2/2026)

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: 7/5/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/25/2007

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: 7/17/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/8/2007

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)

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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)

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.

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Advisor Monitoring

Firm Stability Insights

Joseph G. Doniger

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph G Doniger's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

CL WEALTH MANAGEMENT LLC

ALLIED BEACON PARTNERS, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/5/2008

Series 63

Date: 10/25/2007

SIE

Date: 10/1/2018

Series 7

Date: 7/17/2017

Series 6

Date: 2/8/2007

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

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