Nathan Sebesta
EAGLE STRATEGIES LLC
ARTESIA, NM 88210
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CRD#: 6520051
Professional summary
Nathan Sebesta, CFP®, ChFC®, CLU®, who also goes by Nathan Allen Sebesta, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Artesia, New Mexico and NYLIFE SECURITIES LLC located in Artesia, New Mexico.
Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Nathan has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nathan Allen Sebesta
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 carriers for the purpose of brokering non-registered products; 212 W Main St, STE B Artesia nm 88210; Commissions; 10 hours per month, 10 hours during securities trading hours; insurance related] [OPERATING UNDER THE DBA NAME OF ACCESS 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; 212 W Main St, STE B Artesia nm 88210; START DATE: 01/2018; OWNER; FULL TIME SPENT ON THIS ACTIVITY AND DURING WORKING HOURS] [OPERATING UNDER THE DBA NAME OF ACCESS BENEFIT SERVICES, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ARTESIA, NM; START DATE: 05/2022][AJN Sebesta, LLC; Property holding LLC for family farm and oil royalties with my siblings; 11222 FM 2155 Somerville TX 77879; Start Date 04/2025; Role/Title: Officer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; secretary-treasurer][ELAJN SEBESTA, LLC; LAND HOLDING LLC FOR FAMILY ESTATE; 11222 FM 2155 SOMERVILLE TX 77879; Start Date 05/2025; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; oversee land]
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Sebesta'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: 2018
Experience
Current
February 17, 2022 - Present
EAGLE STRATEGIES LLC
Office #1: 212 W Main Street Suite B, Artesia, NM 88210RIA
CRD#: 110826
ARTESIA, NM
Current
January 31, 2022 - Present
NYLIFE SECURITIES LLC
Office #1: 212 W Main Street Suite B, Artesia, NM 88210-2132BD
CRD#: 5167
Artesia, NM
Past
July 10, 2018 - January 13, 2022
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
ARTESIA, NM
Past
April 19, 2018 - January 13, 2022
NYLIFE SECURITIES LLC
BD
CRD#: 5167
ARTESIA, NM
Past
August 26, 2015 - February 9, 2018
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
College Station, 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
Arizona(2/24/2022)
RR
Colorado(2/25/2022)
RR
Illinois(2/25/2022)
RR
Michigan(11/7/2023)
RR
New Mexico(1/31/2022)
IAR
New Mexico(2/18/2022)
RR
North Carolina(4/1/2022)
RR
Ohio(7/7/2023)
RR
Oklahoma(2/25/2022)
RR
Oregon(2/25/2022)
RR
Texas(1/31/2022)
IAR
Texas(2/17/2022)
Exams
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
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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.
