HW
Hugh M. Willson
EAGLE STRATEGIES
ATHENS, TN 37303
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CRD#: 7740843
HW
Hugh Mcreynolds Willson IIIEAGLE STRATEGIES
Professional summary
Hugh Mcreynolds Willson III, who also goes by Hugh Willson, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Athens, Tennessee and NYLIFE SECURITIES LLC located in Athens, Tennessee.
Hugh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Hugh has worked at 2 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE exams.
Aliases
Hugh Willson
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.
[VIP Promotional Products, LLC - Dormant; Business is not operating, LLC is still open to finish paying some end of company debt and file 2023 taxes. Plans to close LLC in 2024; 1610 Congress Pkwy S. Athens, TN 3730; No sales have occurred since early 2023. Website was taken down and location lease was given up; not-investment related] [Tennessee Wesleyan University; Fundraising Committee. Work with members in the community to connect with alumni in a request for donations. Connect with previous classmates and known alumni to solicit - Joining Alumni Board; 204 E College Street Athens, TN 37303; Start Date 02/2024; Role/Title: Board Member; Not Investment Related; 2 hours per month; 1 hours per month during securities trading hours; Connect with alumni through various communication methods to help raise money and connect people with the university] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 400 Broadway Cincinnati, OH 45202-3341; Start Date 02/2026; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [United Way of McMinn and Meigs County ; They have been thinking of starting an endowment fund. They want me to be on a committee to help them discuss what it can look like; 313 Maple Street Athens, TN 37303; Start Date 09/2026; Role/Title: Board Member; Investment Related; 3 hours per month; 3 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Hugh Mcreynolds Willson III'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
September 30, 2026 - Present
EAGLE STRATEGIES LLC
Office #1: 100 West Madison Avenue, Athens, TN 37303RIA
CRD#: 110826
ATHENS, TN
Current
February 9, 2024 - Present
NYLIFE SECURITIES LLC
Office #1: 100 West Madison Avenue, Athens, TN 37303BD
CRD#: 5167
ATHENS, TN
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
Tennessee(3/4/2024)
IAR
Tennessee(9/30/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Passed: 4/25/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Passed: 2/9/2024
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
3,190
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 133,900 |
| AUM (Assets Under Management) | $ 32,040,850,438 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/27/2026 | ||
| 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.
