Abid A. Khan

EAGLE STRATEGIES LLC

HOUSTON, TX

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CRD#: 5486464

Professional summary

Abid Ali Khan, who also goes by Abid Khan, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Houston, Texas and SEQUENT PLANNING, LLC located in Houston, Texas.

Abid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Abid has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Abid Khan

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.

1-Beneficial Financial Strategies LLC; investment-related; Private Residence, Houston TX; DBA; Owner; 08/2025; 20 hours/month; Sales duties 2-Futurity First Insurance Group' not investment-related; Private Residence, Houston TX; Insurance Sales; Sales Agent; 08/2025; 20 hours/month; Sales duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abid Ali Khan'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

September 22, 2021 - Present

EAGLE STRATEGIES LLC

Office #2: 3200 Southwest Freeway Suite 1900, Houston, TX 77027

RIA

CRD#: 110826

HOUSTON, TX

Current

October 16, 2025 - Present

SEQUENT PLANNING, LLC

RIA

CRD#: 160381

Houston, TX

Past

August 20, 2021 - September 16, 2025

NYLIFE SECURITIES LLC

CRD#: 5167

DALLAS, TX

Past

April 6, 2020 - July 28, 2021

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

HOUSTON, TX

Past

April 2, 2020 - July 28, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

HOUSTON, TX

Past

March 7, 2016 - February 20, 2020

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

HOUSTON, TX

Past

January 18, 2011 - February 20, 2020

PRUCO SECURITIES, LLC.

CRD#: 5685

HOUSTON, TX

Past

April 23, 2008 - January 19, 2011

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

HOUSTON, 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.

Highlighted states indicate IAR registrations

IAR

Texas
(9/22/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/24/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/3/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/21/2008

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 11/16/2015

Investment Company Products/Variable Contracts Principal Examination

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 (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.

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Firm Stability Insights

Abid A. Khan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abid Ali Khan's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEQUENT PLANNING, LLC

NYLIFE SECURITIES LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/24/2016

Series 63

Date: 12/3/2009

SIE

Date: 10/1/2018

Series 6

Date: 4/21/2008

Series 26

Date: 11/16/2015

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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