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Tyler R. Young
EAGLE STRATEGIES LLC
LOVELADY, TX 75851
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CRD#: 5947167
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Professional summary
Tyler Reed Young, who also goes by Tyler Yound, Tyler Reed Young, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Lovelady, Texas and NYLIFE SECURITIES LLC located in Lovelady, Texas.
Tyler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Tyler has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tyler Yound | Tyler Reed Young
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.
[Cattle Ranch; non-investment related; 341 N. Read Street, Lovelady TX 75851; cattle owner; start date 10/2015; 10-12 hours; buy and sell cattle] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 605 E Goliad Ave Suite 101, Crockett, TX 75835; commissions; 10 hours per month; investment related] [OPERATING UNDER THE DBA NAME OF INNOVATIVE WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LOVELADY, TX; START DATE: 01/2022] [OPERATING UNDER THE DBA NAME OF CLOUD WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (LOVELADY, TX); START DATE: 03/2025]
CRS (Client Relationship Summary) - RIA
Click below to view Tyler Reed Young'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
August 17, 2022 - Present
EAGLE STRATEGIES LLC
Office #1: 341 N Read St, Lovelady, TX 75851RIA
CRD#: 110826
LOVELADY, TX
Current
September 7, 2016 - Present
NYLIFE SECURITIES LLC
Office #1: 341 N Read St, Lovelady, TX 75851BD
CRD#: 5167
Lovelady, TX
Past
September 19, 2011 - August 19, 2016
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
CROCKETT, 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
California(7/23/2025)
RR
Florida(2/21/2025)
RR
Louisiana(3/23/2017)
RR
Maine(8/29/2025)
RR
Massachusetts(10/23/2025)
RR
North Carolina(2/27/2024)
RR
Texas(9/7/2016)
IAR
Texas(8/17/2022)
RR
Virginia(8/10/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/3/2024
General Securities Representative ExaminationGeneral 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
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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
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.
