TB
Trevor Buckels
EAGLE STRATEGIES LLC
TAMPA, FL 33607
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CRD#: 7481865
TB
Professional summary
Trevor Buckels is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Tampa, Florida and NYLIFE SECURITIES LLC located in Tampa, Florida.
Trevor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Trevor has worked at 4 firms and has passed the Series 66, Series 7TO and SIE 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.
[United States Army Reserves; Army Reserves officer conducting drill one weekend per month and annual training for approximately two weeks per year.; 3701 Corrine Dr, Orlando, FL 32803; Start Date: 07/2022; Role/Title: Officer; Not investment related; 16 hours per month; 0 hours per month during securities trading hours; Army officer conducting evaluations and training support.] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 3000 Bayport Drive, Suite 1100, Tampa, FL 33607; Start Date: 08/2025; Role/Title: Insurance Broker; Investment related; 40 hours per month; 40 hours per month during securities trading hours; Brokerage of insurance products] [TCA Wealth Management LLC - Dormant; LLC I operated under as an independent contractor with previous firm I am maintaining for 2025 tax purposes then it will be dissolved.; 501 EAST KENNEDY BLVD, SUITE 600, TAMPA, FL 33602; Start Date: 03/2023; Role/Title: Owner; Investment related; 0 hours per month; 0 hours per month during securities trading hours; Owner of the LLC that I operated under as an independent contractor with previous firm. Nothing required to operate at this time. I am maintaining for 2025 tax purposes then it will be dissolved.]
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Buckels'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
October 28, 2025 - Present
EAGLE STRATEGIES LLC
Office #1: 3000 Bayport Drive Suite 1100, Tampa, FL 33607RIA
CRD#: 110826
TAMPA, FL
Current
September 15, 2025 - Present
NYLIFE SECURITIES LLC
Office #1: 3000 Bayport Drive Suite 1100, Tampa, FL 33607BD
CRD#: 5167
TAMPA, FL
Past
June 2, 2022 - July 30, 2025
FIRST COMMAND ADVISORY SERVICES
RIA
CRD#: 281958
FORT WORTH, TX
Past
March 2, 2022 - July 30, 2025
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
Tampa, FL
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
Colorado(10/23/2025)
RR
Florida(9/15/2025)
IAR
Florida(10/28/2025)
RR
South Carolina(9/19/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/2/2022
General Securities Representative ExaminationGeneral 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#: 110826Tampa, FL 33607TRUST BUT VERIFY
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