Elizabeth M. Dipp Metzger
EAGLE STRATEGIES LLC
EL PASO, TX 79912
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CRD#: 5753388
Professional summary
Elizabeth Mary Dipp Metzger, CFP®, who also goes by Elizabeth Dipp Metzger, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in El Paso, Texas and NYLIFE SECURITIES LLC located in El Paso, Texas.
Elizabeth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Elizabeth 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
Elizabeth Dipp Metzger
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] [OPERATING UNDER THE DBA NAME OF CROWN WEALTH ADVISERS, LLC D.B.A. CROWN WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 303 N OREGON STE 1100 EL PASO TX 79901; START DATE: 04/2013] [S.A.M. FOUNDATION; 4110 RIO BRAVO, STE 220, EL PASO, TX 79902; START DATE: 4/2013; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 5 HOURS PER MONTH, 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS.] [JC & GD III DBA ORO INVESTMENTS LLC; REAL ESTATE OWNERSHIP - COMMERCIAL PROPERTIES; 320 TEXAS AVE. 2ND FLOOR EL PASO, TX 79901; START DATE 05/2014; ROLE/TITLE: PARTNER; NOT INVESTMENT RELATED; 10 HOURS PER MONTH; 8 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Young President's Organization; Founded in 1950, YPO today provides 23,000 peers and their families in more than 130 countries with access to unique educational and networking experiences designed to support their business, community and personal leadership; 600 East Las Colinas Boulevard, Suite 1100 Irving, Texas 75039 USA; Start Date 11/2014; Role/Title: Board Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [EL Paso Management Group, LLC; This is real estate that was bequest to the grandchildren from my grandfather. I have an interest with my cousins. This is commercial real estate which is rented.; Po box 55 El Paso tx 79940; Start Date 01/1994; Role/Title: Partner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CROWN WEALTH ADVISERS, LLC D.B.A. CROWN WEALTH STRATEGIES AND INSURANCE SOLUTIONS for use in CA only FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; EL PASO, TX; START DATE: 04/2019] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 06/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [PUR Pressed Juice; Juice company selling juice to businesses and to individuals.; 11165 Gateway Blvd W, El Paso, TX 79935; Start Date 06/2019; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours] [El Paso Children's Hospital Foundation; El Paso Children's Hospital is part of a group that compose the designated charitable organization for University Medical Center of EP, Children's Miracle Network, and EP Children's Hospital.; 4845 Alameda Ave, El Paso, TX 79905; Start Date 09/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours;finance committee] [CFP Ethics Hearing Panel; CERTIFIED FINANCIAL PLANNER? certification is the standard of excellence in financial planning.; 1425 K Street NW #800 Washington, DC 20005; Start Date 01/2022; Role/Title: Board Member; Investment Related; 5 hours per month; 5 hours per month during securities trading hours;panel volunteer, where I will listen to cases brought to the CFP board and help determine the appropriate actions (no action, suspension, expulsion] [United Way; 100 North Stanton Street El Paso TX; Start Date 05/2014; Board Member; Not Investment Related; 2 hours per month and dur sec hrs]
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Mary Dipp Metzger'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: 2014
Experience
Current
August 30, 2011 - Present
EAGLE STRATEGIES LLC
Office #1: 621 N Resler Drive, El Paso, TX 79912RIA
CRD#: 110826
EL PASO, TX
Current
September 28, 2010 - Present
NYLIFE SECURITIES LLC
BD
CRD#: 5167
EL PASO, 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".
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
Alabama(8/12/2019)
RR
Arizona(1/26/2023)
RR
California(1/15/2019)
RR
Colorado(9/9/2019)
RR
Connecticut(4/7/2025)
RR
Florida(8/9/2019)
RR
Georgia(7/16/2021)
RR
Iowa(6/18/2020)
RR
Kansas(3/15/2021)
RR
Massachusetts(2/21/2025)
RR
Michigan(2/14/2011)
RR
New Jersey(4/20/2015)
RR
New Mexico(11/15/2010)
RR
New York(4/27/2015)
RR
Oklahoma(11/22/2017)
RR
Oregon(2/13/2020)
RR
Pennsylvania(11/17/2014)
RR
Texas(10/18/2010)
IAR
Texas(8/30/2011)
RR
Virginia(3/7/2018)
RR
Washington(5/5/2025)
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
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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)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826El Paso, TX 79912TRUST BUT VERIFY
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