Sueann O. Lin
Professional summary
Sueann Orlowski Lin, who also goes by Qiuju Lin, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Alpharetta, Georgia and NYLIFE SECURITIES LLC located in Alpharetta, Georgia.
Sueann is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Sueann has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sueann Orlowski Lin's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 3, 2025 - Present
EAGLE STRATEGIES LLC
Office #1: 3655 Brookside Pkwy Suite 400, Alpharetta, GA 30022April 2, 2024 - Present
NYLIFE SECURITIES LLC
Office #1: 3655 Brookside Parkway Suite 400, Alpharetta, GA 30022Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/17/2025)
(6/4/2025)
(6/18/2024)
(6/3/2025)
(10/10/2024)
(3/17/2025)
(7/9/2025)
Exams
Series 6TO
Date: 4/2/2024
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
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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