Curtis Woodard

EAGLE STRATEGIES

DALLAS, TX 75244

CRD#: 5314556

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Professional summary

Curtis Woodard, who also goes by Curtis J Woodard Mr, Curtis J Woodard, Curtis Woodard, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Dallas, Texas and NYLIFE SECURITIES LLC located in Dallas, Texas.

Curtis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Curtis has worked at 9 firms and has passed the Series 65, Series 66, Series 63, Series 7TO, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Curtis J Woodard Mr | Curtis J Woodard | Curtis Woodard

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 Curtis Woodard'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

June 15, 2026 - Present

EAGLE STRATEGIES LLC

Office #1: 5005 Lyndon B Johnson Freeway Suite 1600, Dallas, TX 75244

RIA

CRD#: 110826

DALLAS, TX

Current

May 26, 2026 - Present

NYLIFE SECURITIES LLC

Office #1: 5005 Lyndon B Johnson Freeway Suite 1600 & Suite 1125, Dallas, TX 75244

CRD#: 5167

DALLAS, TX

Past

October 1, 2025 - January 20, 2026

SOLTIS INVESTMENT ADVISORS, LLC

RIA

CRD#: 154690

Southlake, TX

Past

September 9, 2016 - January 14, 2019

TD AMERITRADE, INC.

RIA

CRD#: 7870

PLANO, TX

Past

September 9, 2016 - January 14, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Plano, TX

Past

September 9, 2016 - January 14, 2019

TD AMERITRADE, INC.

CRD#: 7870

PLANO, TX

Past

August 20, 2013 - August 16, 2016

MORGAN STANLEY

RIA

CRD#: 149777

DALLAS, TX

Past

August 20, 2013 - August 16, 2016

MORGAN STANLEY

CRD#: 149777

DALLAS, TX

Past

January 1, 2010 - August 6, 2013

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ALBUQUERQUE, NM

Past

January 1, 2008 - August 6, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

ALBUQUERQUE, NM

Past

May 14, 2007 - January 1, 2008

FIDELITY DISTRIBUTORS COMPANY LLC

CRD#: 17507

WESTLAKE, 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".

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

Texas
(5/27/2026)

IAR

Texas
(6/15/2026)

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: 9/20/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/13/2025

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/21/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/26/2026

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/19/2024

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/30/2013

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/30/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/12/2007

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

Curtis Woodard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Woodard's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

SOLTIS INVESTMENT ADVISORS, LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MORGAN STANLEY

MORGAN STANLEY

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS COMPANY LLC

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/20/2025

Series 66

Date: 1/13/2025

Series 63

Date: 6/21/2007

Series 7TO

Date: 5/26/2026

SIE

Date: 12/19/2024

Series 31

Date: 9/30/2013

Series 7

Date: 7/30/2008

Series 6

Date: 5/12/2007

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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