Javier Perez-giz
Professional summary
Javier Perez-giz, who also goes by Javier E Perez-giz, Javier Ernesto Perez-giz, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Haymarket, Virginia and NYLIFE SECURITIES LLC located in Haymarket, Virginia.
Javier is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Javier has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Javier Perez-giz's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 14, 2017 - Present
EAGLE STRATEGIES LLC
April 25, 2016 - Present
NYLIFE SECURITIES LLC
November 3, 2010 - April 8, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
September 2, 2010 - April 8, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
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
(3/21/2017)
(8/25/2016)
(4/25/2016)
(3/14/2017)
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
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