MD
Matthew Doucette
EAGLE STRATEGIES LLC
HELENA, MT 59601
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CRD#: 6745933
MD
Professional summary
Matthew Doucette is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Helena, Montana and NYLIFE SECURITIES LLC located in Helena, Montana.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Matthew has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
[Missoula Airport Authority;5225 Highway 10 West, Airport Box 25 Missoula MT 59808; start date 12/2015/ board member; 3 hours per month 2 during sec hours; I am on the finance committee and attend regular monthly board meetings; non investment related] [University of Montana - Missoula College; Adjunct teacher. Teach online intro to hospitality course; 1205 E Broadway Street Missoula MT 59802; Start Date 09/2018; Role/Title: Educator/Instructor; Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Online instructor] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1806 South Ave W Missoula MT 59803; Start Date 06/2020; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Missoula Sunrise Rotary; Missoula Sunrise Rotary actively supports youth at risk while embracing the RI 6 areas of focus promoting peace; fighting disease; clean water, sanitation and hygiene; saving mothers and children; supporting education; and growing local economies; 3720 North Reserve Street Missoula MT 59808; Start Date 07/2020; Role/Title: Officer; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours; PRESIDENT] [Rental Property - Sub-Lease; NYL Agents Cameron Rindal Matthew Doucette & Ryan Leisle lease our office space from Good Works LLC.We have had other agents retire/ quit which has left empty office space.We are sub-leasing one of the office to Jennifer Tally a licensed councilor.; 1806 South Ave W Missoula MT 59803; Start Date 03/2021; Role/Title: Leasee; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Doucette'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
December 20, 2021 - Present
EAGLE STRATEGIES LLC
Office #1: 1111 N Rodney Street Suite 4c, Helena, MT 59601RIA
CRD#: 110826
HELENA, MT
Current
August 4, 2017 - Present
NYLIFE SECURITIES LLC
Office #1: 1111 N Rodney Street Suite 4c, Helena, MT 59601BD
CRD#: 5167
Helena, MT
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
Alaska(2/20/2025)
RR
Arizona(3/14/2024)
RR
California(4/6/2020)
RR
Colorado(11/6/2017)
RR
Connecticut(4/23/2019)
RR
Florida(3/24/2022)
RR
Iowa(11/1/2017)
RR
Maine(2/20/2025)
RR
Massachusetts(11/3/2017)
RR
Michigan(1/5/2023)
RR
Montana(10/4/2017)
IAR
Montana(12/20/2021)
RR
Oregon(7/30/2025)
RR
Rhode Island(11/1/2017)
RR
Texas(2/3/2021)
IAR
Texas(8/2/2023)
RR
Vermont(1/16/2024)
RR
Washington(10/4/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/19/2020
General Securities Representative ExaminationGeneral 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#: 110826Helena, MT 59601TRUST BUT VERIFY
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