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Joseph G Doniger

EAGLE STRATEGIES
VIENNA, VA
·CRD# 4875570·19 years experience

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...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Joe Doniger, Joseph George Doniger

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

19 years in the financial services industry

Current & Past Employments

EAGLE STRATEGIES LLC·CRD# 110826
RIA
8075 Leesburg Pike, Vienna, VA 22182
July 1, 2026 - Present
NYLIFE SECURITIES LLC·CRD# 5167
BD
8075 Leesburg Pike Suite 400, Vienna, VA 22182
March 20, 2026 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Washington, DC
June 23, 2020 - July 25, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Washington, DC
June 17, 2020 - July 25, 2024
INTEGRITY ALLIANCE, LLC.·CRD# 139627
RIA
Rockville, MD
June 12, 2019 - December 31, 2019
INTEGRITY ALLIANCE, LLC.·CRD# 139627
BD
Rockville, MD
June 11, 2019 - December 31, 2019
PRUCO SECURITIES, LLC.·CRD# 5685
RIA
Bethesda, MD
February 21, 2019 - April 16, 2019
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Bethesda, MD
January 31, 2019 - April 16, 2019
TRUIST ADVISORY SERVICES, INC.·CRD# 283390
RIA
Rockville, MD
July 24, 2017 - January 25, 2019
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Washington, DC
June 7, 2017 - January 25, 2019
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Potomac, MD
October 3, 2014 - May 9, 2017
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Potomac, MD
October 2, 2014 - May 9, 2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC.·CRD# 611
BD
Bethesda, MD
April 16, 2014 - September 18, 2014
SIGNATOR INVESTORS, INC.·CRD# 468
RIA
Vienna, VA
May 28, 2013 - August 28, 2013
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Vienna, VA
May 2, 2013 - August 28, 2013
CL WEALTH MANAGEMENT LLC·CRD# 134922
RIA
Schaumburg, IL
October 20, 2011 - August 1, 2012
ALLIED BEACON PARTNERS, INC.·CRD# 46227
BD
Katy, TX
October 10, 2011 - August 1, 2012
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Bethesda, MD
September 25, 2008 - November 20, 2009
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Bethesda, MD
September 25, 2008 - November 20, 2009
MSI FINANCIAL SERVICES, INC.·CRD# 14251
RIA
Baltimore, MD
July 11, 2008 - August 13, 2008
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Baltimore, MD
July 2, 2007 - August 13, 2008
SIGNATOR INVESTORS, INC.·CRD# 468
BD
Plantation, FL
February 9, 2007 - June 18, 2007

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Current Firm

ES
EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - SEC (10/14/1988 Approved)

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

# of Employees

3,190

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/27/2026Cover PageReport
01/24/2025Cover PageReport
04/25/2024Cover PageReport
12/20/2023Cover PageReport

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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.

[Knights of Columbus Council No. 2797; A 3rd-year trustee in the Knights of Columbus is a senior, member of the council's Board of Trustees. They are responsible for overseeing council finances, auditing the financial secretary and treasurer, and actively helping with membership retention; 5417 West Cedar Lane, Bethesda, MD 20814; Start Date 07/2026; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Audit and Oversight: Trustees conduct the semiannual audits (due by February 15th and August 15th) to verify the council's funds, checking that all bills are properly paid and recorded. Retention Committee: Along with the 1-year and 2-year trustees and the Deputy Grand Knight, the 3rd-year trustee serves on the council's retention committee to prevent members from falling behind on dues or dropping out. Mentorship: As a senior and often a Past Grand Knight, this trustee acts as an experienced advisor to the current Grand Knight and council leadership.]

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Maryland
(4/3/2026)
IAR
Maryland
(7/1/2026)
RR
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2008About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2017About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2007About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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