Marguerite Jo Wiese, CFP | Financial Professional | Herndon, Virginia

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Contact Information

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Disclosures on record.

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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Credentials

CFP®

Certified Financial PlannerSince 2017

Years of Experience

9 years registered in the securities industry

Current & Past Employments

Current

EAGLE STRATEGIES LLCCurrent·CRD# 110826

RIA

625 Elden Street Suite 203, Herndon, VA 20170

January 9, 2018 - Present

NYLIFE SECURITIES LLCCurrent·CRD# 5167

BD

625 Elden Street Suite 203, Herndon, VA 20170

March 3, 2017 - Present

Past

EAGLE STRATEGIES LLCPast·CRD# 110826

RIA

Herndon, VA

October 10, 2017 - October 10, 2017

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Current Firm

ES

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - SEC (10/14/1988 Approved)

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

# of Employees

3,190

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

EAGLE STRATEGIES DISCLOSURE BROCHURE (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/27/2026	Cover Page	Report
01/24/2025	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

[Mineral Rights; Royalty and lease payments for mineral rights inherited from my family in Texas; Montague County, Texas; Start Date 04/2012; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Braddock District Democratic Committee; Political committee representing local Democratic party.; Braddock Democrats, c/o Fairfax County Democratic Committee, 8500 Executive Park Ave, Suite 402, Fairfax, VA 22031; Start Date 02/2018; Role/Title: Member; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours; Precinct Captain for Robinson Precinct, coordinating volunteers at polling place on election day; Serving as committee co-chair, organizing monthly membership meeting and representing Braddock District at Fairfax County Democratic Committee.] [OPERATING UNDER THE DBA NAME OF ELDENSTREET FINANCIAL, LLC D.B.A. ELDENSTREET FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; HERNDON, VA; START DATE: 05/2019] [Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 625 Elden Street, Suite 203, Herndon, VA 20170; Start Date 02/2026; Role/Title: Partner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Park West Community Association (PWCA); Non-stock corp, formed to provide for maintenance, preservation, and architectural control of residence lots/ common areas in the Kings Park West community, Fairfax County, VA. Does not contemplate pecuniary gain or profit to the members thereof.; c/o Summit Management Services, Inc., AAMC 8405A Richmond Highway, Alexandria, Virginia 22309; Start Date 01/2019; Role/Title: Director; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Vote as 1 of 9 directors, chair committees on community issues, vote on community resolutions, contracts, budget expenditures, and community regulation enforcement issues.]

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

California
(5/8/2023)

RR

Colorado
(1/30/2023)

RR

Connecticut
(6/25/2024)

RR

District of Columbia
(6/25/2018)

RR

Florida
(7/1/2021)

RR

Indiana
(1/30/2023)

RR

Maryland
(8/14/2019)

RR

Massachusetts
(6/2/2025)

RR

Minnesota
(4/18/2024)

RR

New York
(1/30/2023)

RR

North Carolina
(1/30/2023)

RR

Pennsylvania
(2/11/2026)

RR

Tennessee
(10/28/2026)

RR

Texas
(1/2/2024)

IAR

Texas
(4/4/2024)

RR

Virginia
(1/9/2018)

IAR

Virginia
(1/9/2018)

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.Note:This rule does not apply to broker-dealer activity.