Souheir M. Alrachid

EAGLE STRATEGIES LLC

LOS ANGELES, CA 90048

Some features on this profile are disabled

CRD#: 5434092

Professional summary

Souheir M Alrachid, who also goes by Souheir M Alrachid, Souheir Alrachid, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Los Angeles, California and NYLIFE SECURITIES LLC located in Los Angeles, California.

Souheir is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Souheir has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Souheir M Alrachid | Souheir Alrachid

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.

[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 203 N.San Dimas Canyon road ,San Dimas ,91773 C339; start 02/2008; Insurance Broker; Commissions; 5 hours per month, 5 hours during securities trading hours; insurance related] [Property and Casualty sales; Appointed with outside carriers for the purpose of property and casualty products; 203 N.San Dimas Canyon road ,San Dimas ,91773 C339; start 09/2020; Commissions; 5 hours per month, 5 hours during securities trading hours; insurance related][BFF, Inc. - Baccash Family Foundation; provide grants to Alzheimer's center, Hoag hospital, Homeless intervention services ,Living water international, search dog foundation ,Honoring our precious elders; 7 Serenity New Port Coast, CA,92657; Start Date 12/2024; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; board member]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Souheir M Alrachid'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

May 2, 2022 - Present

EAGLE STRATEGIES LLC

Office #1: 6300 Wilshire Blvd Suite 2200, Los Angeles, CA 90048

RIA

CRD#: 110826

LOS ANGELES, CA

Current

April 28, 2022 - Present

NYLIFE SECURITIES LLC

Office #1: 3530 Wilshire Blvd Suite 1600, Los Angeles, CA 90010

CRD#: 5167

LOS ANGELES, CA

Past

June 25, 2021 - April 5, 2022

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

San Dimas, CA

Past

October 23, 2008 - May 6, 2020

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

PASADENA, CA

Past

August 4, 2008 - May 6, 2020

EQUITABLE ADVISORS, LLC

CRD#: 6627

PASADENA, CA

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

California
(4/29/2022)

IAR

California
(5/2/2022)

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 66

Date: 10/22/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/1/2008

General Securities 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (11/11/2025)

EAGLE STRATEGIES DISCLOSURE BROCHURE (10/23/2025)

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.

Similar Advisors

Jon Neuhaus

MORGAN STANLEY

IAR

El Segundo, CA

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

Danielle Barrios

MORGAN STANLEY

IAR

Beverly Hills, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Souheir M. Alrachid

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Souheir M Alrachid's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

FARMERS FINANCIAL SOLUTIONS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/22/2008

SIE

Date: 10/1/2018

Series 7

Date: 8/1/2008

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

Similar Advisors