Christopher M. Saras
EAGLE STRATEGIES LLC
ORANGE CITY, IA 51041
Some features on this profile are disabled
CRD#: 5442781
Professional summary
Christopher Michael Saras, CFP® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Orange City, Iowa and NYLIFE SECURITIES LLC located in Orange City, Iowa.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Christopher has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; start date 07/2001] [CHRISTOPHER SARAS; I use it for Payroll purposes only for my assistant; 904 7th St SE Orange City, IA 51041; Start Date 10/2019; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Fellowship of Christian Athletes- NW Iowa; board member; non investment related; start date 06/2012] [OPERATING UNDER THE DBA NAME OF THE PATHWAY FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ORANGE CITY, IA; START DATE: 05/2019] [Real Estate Investment; My wife, Ashley Saras, is a real estate agent. She decided to invest in a condo 50/50 with her parents. They are hoping to turn around and sell this property before the end of the year.; 508 Amsterdam Drive SE Orange City, IA 51041; Start Date 09/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Linqto Inc.; Linqto is enabling a new class of investors to access pre-IPO opportunities. They make the private securities asset class accessible, while reducing costs and saving time with the flexibility of trading directly on their platform. www.Linqto.com; 101 Metro Drive, Suite 335 San Jose, CA 95110; Start Date 04/2022; Role/Title: Investor; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; passive investor] [OPERATING UNDER THE DBA NAME OF Crystal Clear Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ORANGE CITY IA; START DATE: 05/2023][CNO Creative Holdings, LLC; This is a fully owned subsidiary of CNO Capital Group, LLC .This LLC rents a residential property in Orange City, IA and subleases on airbnb.com for income.; 315 E. 5th St. Ste 202; Start Date 12/2024; Role/Title: Member; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; bookkeeping][CNO Capital Group, LLC; This is the holding company for all present and future real estate properties my wife, Ashley, and I open up.; 315 E. 5TH ST. STE 202 Waterloo, IA 50703; Start Date 12/2024; Role/Title: Partner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; manage RE properties][TPFG Solutions LLC; The purpose is to collect commissions on insurance brokerage business thru an LLC and not individually. It is for tax and estate planning purposes.; 315 E 5th Street Suite 202, Waterloo, IA 50703; Start Date 01/2025; Role/Title: Member; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Red Raider Athletic Advancement Board; Help to fundraise & promote athletics at Northwestern College; 101 7th St SW, Orange City, IA 51041; Start Date 03/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Financial donations, Recruit other members, promote athletics, attend events and board meetings][LifeWise Academy; Protected by a Supreme Court ruling, LifeWise works with public schools to integrate a Bible class into their weekly class schedule. The LifeWise helps communities offer Bible education to their public-school students during school hours.; PO Box 1179 Hilliard, OH 43026; Start Date 05/2025; Role/Title: Steering Committee Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Promote and encourage adoption in the local public school system]
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Michael Saras's 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®
CFP®
Start date: 2019
Experience
Current
June 10, 2014 - Present
EAGLE STRATEGIES LLC
Office #1: 112 Central Avenue Nw, Orange City, IA 51041RIA
CRD#: 110826
ORANGE CITY, IA
Current
December 17, 2007 - Present
NYLIFE SECURITIES LLC
BD
CRD#: 5167
ORANGE CITY, IA
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(9/26/2022)
RR
Arizona(8/12/2015)
RR
California(12/21/2007)
RR
Colorado(12/12/2012)
RR
Florida(8/27/2025)
RR
Georgia(12/6/2024)
RR
Idaho(10/17/2023)
RR
Iowa(6/5/2008)
IAR
Iowa(6/10/2014)
RR
Kansas(1/13/2023)
RR
Massachusetts(4/8/2025)
RR
Minnesota(3/29/2012)
RR
Nebraska(6/5/2008)
RR
New Mexico(1/21/2020)
RR
Oregon(9/28/2015)
RR
South Carolina(8/31/2023)
RR
South Dakota(6/5/2008)
RR
Texas(6/28/2019)
IAR
Texas(7/11/2019)
RR
Virginia(2/6/2024)
RR
Washington(4/3/2023)
RR
Wisconsin(2/21/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
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)
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#: 110826Orange City, IA 51041TRUST BUT VERIFY
Monitor Christopher Saras
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
