PJ
Peter V. Jilkov
EAGLE STRATEGIES
EL PASO, TX 79901
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CRD#: 5885159
PJ
Peter Vesselinov JilkovEAGLE STRATEGIES
Professional summary
Peter Vesselinov Jilkov is a registered financial advisor currently at EAGLE STRATEGIES LLC located in El Paso, Texas and NYLIFE SECURITIES LLC located in El Paso, Texas.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Peter has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
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.
[El Paso ISD Education Foundation; The El Paso Independent School District Education Foundation is a non-profit organization whose main purpose is providing Classroom Impact Grants to teachers and scholarships to graduating high school seniors in EPISD.; 1014 N. Stanton St. El Paso, TX 79902 915-230-2000; Start Date 02/2025; Role/Title: Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Helping facilitate and volunteer in the charity events organized by the foundation][El Paso Tennis and Swim Club; non-for-profit health club focused on tennis and swimming.; 2510 N. St. Vrain St. #2641. El Paso TX 79902; Start Date 03/2025; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Rotary Club of El Paso; Rotary clubs are nonpartisan and nonsectarian and welcome members from many professions and backgrounds. Each local club meets regularly (often weekly) for fellowship, guest speakers, and to plan service activities. ; 100 South Alto Mesa Drive, El Paso TX 79912; Start Date 07/2026; Role/Title: Board Member; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours; discuss direction to where the club would like to go to increase visibility, productivity and impact in the community][Rotary Club of El Paso Foundation Board ; PROMOTE PROJECTS AND INITIATIVES THAT IMPROVE EL PASO , CIUDAD JUAREZ, AND LAS CRUCES REGION; 100 S Alto Mesa Dr El Paso, TX 79912 United States; Start Date 07/2026; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Peter Vesselinov Jilkov'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®
NoneExperience
Current
April 12, 2022 - Present
EAGLE STRATEGIES LLC
Office #1: 303 N Oregon Street Suite 1100, El Paso, TX 79901RIA
CRD#: 110826
EL PASO, TX
Current
October 4, 2011 - Present
NYLIFE SECURITIES LLC
Office #1: Mills Building Suite 1100 303 N. Oregon Street, El Paso, TX 79901BD
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
Louisiana(11/8/2011)
RR
New Mexico(4/3/2024)
RR
Texas(4/11/2017)
IAR
Texas(2/15/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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)Loading...
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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Company Information
EAGLE STRATEGIES LLC
CRD#: 110826El Paso, TX 79901TRUST BUT VERIFY
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