Michael M. Meland
Professional summary
Michael Martin Meland, who also goes by Michael M Meland, Mike Meland, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Seattle, Washington and NYLIFE SECURITIES LLC located in Seattle, Washington.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Martin Meland's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 2, 2015 - Present
EAGLE STRATEGIES LLC
Office #1: 155 Ne 100th Street Suite 301, Seattle, WA 98125July 7, 2014 - Present
NYLIFE SECURITIES LLC
Office #1: 155 Ne 100th Street Suite 301, Seattle, WA 98125October 1, 2012 - May 30, 2014
J.P. MORGAN SECURITIES LLC
October 1, 2012 - May 30, 2014
J.P. MORGAN SECURITIES LLC
July 21, 2009 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
July 21, 2009 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
November 30, 2007 - January 2, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 8, 2007 - January 2, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/27/2021)
(7/7/2014)
(2/2/2015)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
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.
