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Jeremiah Stehlick
EAGLE STRATEGIES LLC
CREVE COEUR, MO 63141
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CRD#: 7865516
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Professional summary
Jeremiah Stehlick, who also goes by Jeremy Stehlick, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Creve Coeur, Missouri and NYLIFE SECURITIES LLC located in Creve Coeur, Missouri.
Jeremiah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jeremiah has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeremy Stehlick
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.
[Stehlick Enterprises LLC; not investment related; 931 Queensbridge Rd. Manchester, MO 63021; my personal LLC that owns my small online art business (www.meaningfulmomentdesigns.com) and that my wife's counseling practice operates under.; owner; start 10/2019; 3 hours per month, 0 hours during securities trading hours; I don't have any active functions with it currently. I can take art projects if I want to, but I can pick and choose when I want to take them and they don't take a lot of time.] [OPERATING UNDER THE DBA NAME OF MODERN WEALTH SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (CREVE COEUR, MO); START DATE: 06/2024][STL Taco Fest, LLC; I help organize Taco festivals in the St. Louis area. In addition to being fun, it is also a great networking opportunity within the community. ; 250 Saint Diana Ln, Florissant, MO 63031; Start Date 05/2023; Role/Title: Independent Contractor; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Jeremiah Stehlick'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
January 10, 2025 - Present
EAGLE STRATEGIES LLC
Office #1: 3 Cityplace Drive Suite 690, Creve Coeur, MO 63141RIA
CRD#: 110826
CREVE COEUR, MO
Current
April 16, 2024 - Present
NYLIFE SECURITIES LLC
Office #1: 3 Cityplace Drive Suite 690, Creve Coeur, MO 63141BD
CRD#: 5167
Creve Coeur, MO
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
Hawaii(10/4/2024)
RR
Illinois(8/16/2024)
RR
Missouri(5/7/2024)
IAR
Missouri(1/10/2025)
RR
Texas(8/14/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/27/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 4/16/2024
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)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#: 110826Creve Coeur, MO 63141TRUST BUT VERIFY
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