RV
Rodolfo M. Valdez
EAGLE STRATEGIES
EL PASO, TX 79901
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CRD#: 7696773
RV
Rodolfo Miguel ValdezEAGLE STRATEGIES
Professional summary
Rodolfo Miguel Valdez, who also goes by Rodolfo Valdez, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in El Paso, Texas and NYLIFE SECURITIES LLC located in El Paso, Texas.
Rodolfo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Rodolfo has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Aliases
Rodolfo Valdez
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.
[ Money Tree Gardens LLC; NOT investment related; 563 Riverdale St. El Paso, TX 79907; Real Estate (including rental property); Owner; Member; Start date: 06/2022; 4 hours per month , 0 hours during securities business hours; MTG LLC is an entity used to rent residential properties] [Apple Business Consulting LLC (ABC LLC) - (Dormant); This company does not generate any revenue. It simply exists to hold IP (intellectual property) that I may patent / license in the future.; 1100 Honeysuckle Dr. El Paso, TX 79925; Start Date 10/2025; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Three Money Trees LLC; real estate rental - recently acquired property at: 5614 Paraguay Ct. El Paso, TX 79903; 1100 Honeysuckle Dr. El Paso, TX 79925; Start Date 08/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; landlord duties][Money Tree Holdings LLC; Real Estate flips. ; 1100 Honeysuckle Dr. El Paso, TX 79925 ; Start Date 02/2021; Role/Title: Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Notary Public; Notary services; 709 Whitney Anne Dr. El Paso, TX 79932; Start Date 04/2024; Role/Title: Notary Public; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][U.T. Trenchless; Vehicle Wrap. I own a Tesla- wrap the vehicle in my client's logo for promotion; 8408 Valdespino Street, El Paso, TX 79907; Start Date 02/2025; Role/Title: Independent Contractor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][JBRV Real Estate Holdings LLC; real estate flips; 1100 Honeysuckle Dr. El Paso, TX 79925; Start Date 11/2022; Role/Title: Partner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; acquisition, rehabilitation, marketing, and sales of residential properties][Valentin Bejarano Foundation; Empower youth - especially those from underserved communities - to pursue excellence in baseball, business, and life, through access to, including but not limited to: training, equipment, mentorship, sponsorship, scholarships, and financial education; 1100 Honeysuckle Dr. El Paso, TX 79925; Start Date 10/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; president-founder]
CRS (Client Relationship Summary) - RIA
Click below to view Rodolfo Miguel Valdez'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
July 30, 2026 - Present
EAGLE STRATEGIES LLC
Office #1: 303 N Oregon Street Suite 1100, El Paso, TX 79901RIA
CRD#: 110826
EL PASO, TX
Current
June 30, 2023 - Present
NYLIFE SECURITIES LLC
Office #1: Mills Building Suite 1100 303 N. Oregon Street, El Paso, TX 79901BD
CRD#: 5167
EL PASO, 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
Texas(9/1/2023)
IAR
Texas(7/30/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/12/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 6/30/2023
Investment Company Products/Variable Contracts 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)Loading...
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.
