William B. Mcnair
Professional summary
William Benjamin Allen Mcnair, who also goes by Benjamin A Mcnair, Benjamin Allen Mcnair, William Benjamin Allen Mcnair, William Benjamin Allen Mcnair, Williambenjamin Allen Mcnair, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Wenatchee, Washington and NYLIFE SECURITIES LLC located in Wenatchee, Washington.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. William has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Benjamin Allen Mcnair's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 19, 2023 - Present
EAGLE STRATEGIES LLC
Office #1: 1301 Walla Walla Avenue Suite A, Wenatchee, WA 98801March 23, 2023 - Present
NYLIFE SECURITIES LLC
Office #1: 1301 Walla Walla Avenue Suite A, Wenatchee, WA 98801April 12, 2016 - December 16, 2022
EAGLE STRATEGIES LLC
January 13, 2016 - December 16, 2022
NYLIFE SECURITIES LLC
February 8, 2008 - December 16, 2015
MSI FINANCIAL SERVICES, INC.
August 15, 2007 - December 16, 2015
MSI FINANCIAL SERVICES, INC.
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
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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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Wenatchee, WA 98801TRUST BUT VERIFY
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