AT
Aaron R. Thevenet
EAGLE STRATEGIES LLC
LAFAYETTE, LA 70508
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CRD#: 6959366
AT
Professional summary
Aaron Rene Thevenet is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Lafayette, Louisiana and NYLIFE SECURITIES LLC located in Lafayette, Louisiana.
Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Aaron has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 6TO 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.
[Thevenet Lawn Care;Lawn Maintenance;440 Broussard St. Breaux Bridge, LA 70517;Started: 06/2014;Owner;5 hours a month-none during securities trading hours; mow lawns] [3 Boys Parking Lot Striping;Re-stripe and paint parking lot lines;440 Broussard St. Breaux Bridge, LA 70517;Started: 05/2018;employee;5 hours a month-none during securities trading hours;help out when needed to paint parking lots] [OPERATING UNDER THE DBA NAME OF PLANWELL INVESTMENTS & STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (LAFAYETTE, LA); START DATE: 08/2025) [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; 114 Cecile Dr. Lafayette, LA 70508; Start Date 07/2022; Role/Title: Independent Contractor; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Royal Land Solutions , LLC; Bush hogging, dirt work, debree removal & demolition.; 109 Innisbrook Dr. Broussard, LA 70518; Start Date 05/2022; Role/Title: Owner; Not Investment Related; 40 hours per month; 0 hours per month during securities trading hours] [ATCD Properties, LLC; It is an LLC partnership with joint ownership of property.; 114 Cecile Dr. Lafayette, LA 70508; Start Date 11/2018; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; OWNER] [Entrepro Investments LLC (Dormant); To hold real estate investments and rental property in the future; 114 Cecile Dr. Lafayette LA 70508; Start Date 01/2023; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; Owner/Manager. Currently 0 Properties are held in this LLC. This LLC is being created for the purchasing of future rental properties. Hopefully in the near future 1-2yrs I will purchase property.] [House Of Embroidery & Design LLC; Embroidering clothes and fabrics; 114 Cecile Dr. Lafayette LA 70508; Start Date 01/2023; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; 50% Owner with my wife]
CRS (Client Relationship Summary) - RIA
Click below to view Aaron Rene Thevenet'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
June 26, 2024 - Present
EAGLE STRATEGIES LLC
Office #1: 400 E. Kaliste Saloom Ste 5100, Lafayette, LA 70508RIA
CRD#: 110826
LAFAYETTE, LA
Current
June 16, 2020 - Present
NYLIFE SECURITIES LLC
Office #1: 400 E. Kaliste Saloom, Ste 5100, Lafayette, LA 70508BD
CRD#: 5167
Lafayette, LA
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(7/23/2020)
IAR
Louisiana(6/26/2024)
RR
Texas(7/1/2024)
IAR
Texas(7/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/26/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 6TO
Date: 5/28/2020
Investment Company Products/Variable Contracts Representative ExaminationSRO 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#: 110826Lafayette, LA 70508TRUST BUT VERIFY
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