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Christopher Michael Saras

Christopher Michael Saras

CFP®
EAGLE STRATEGIES
ORANGE CITY, IA
·CRD# 5442781·18 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial PlannerSince 2019

Years of Experience

18 years in the financial services industry

Current & Past Employments

EAGLE STRATEGIES LLC·CRD# 110826
RIA
112 Central Avenue Nw, Orange City, IA 51041
June 10, 2014 - Present
NYLIFE SECURITIES LLC·CRD# 5167
BD
Orange City, IA
December 17, 2007 - Present

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Current Firm

ES
EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - SEC (10/14/1988 Approved)

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

# of Employees

3,190

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/27/2026Cover PageReport
01/24/2025Cover PageReport
04/25/2024Cover PageReport
12/20/2023Cover PageReport

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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] [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] [LifeWise Academy; works with public schools to integrate a Bible class into their weekly class schedule; PO Box 1179 Hilliard, OH 43026; Start Date 11/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; Support local director in running the local chapter] [StartEngine Inc.; StartEngine is an investing platform that connects investors with private companies raising capital. Companies can use StartEngine to raise capital and build a community of investors. www.startengine.com; 4100 WEST ALAMEDA AVENUE 3RD FLOOR BURBANK CA 91505; Start Date 09/2026; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Dutch Boys Cards; I am helping my kids to start a sports cards buying and selling business to teach them entrepreneurial skills and business skills. They will be buying and selling cards online.; 904 7th Street SE, Orange City, IA 51041; Start Date 10/2026; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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
Mississippi
(3/31/2026)
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)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2014About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2007About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2014About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 2007About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Michael Saras's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Christopher Michael Saras
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