BZ
Bryan N. Zimmerman
EAGLE STRATEGIES
VINTON, VA 24179
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CRD#: 7887054
BZ
Bryan Neil ZimmermanEAGLE STRATEGIES
Professional summary
Bryan Neil Zimmerman is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Vinton, Virginia and NYLIFE SECURITIES LLC located in Vinton, Virginia.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Bryan has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
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.
[Willis Welding and Machine; NOT investment related; 1920 9th St. Roanoke, VA 24013; welding and machine fabrication; I am just an employee; start June of 2014 ;1 hour per month , 1 hour during securities trading hours; I sometimes will drive and get parts for them or help them with bigger jobs. I just help out if there's no other option for them.] [OPERATING UNDER THE DBA NAME OF The Conner Group FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; VINTON VA; START DATE: 06/2025][Roanoke County Public Schools; I have been asked to serve on a committee of parents of Roanoke County School children that will be looking at and researching the necessity/feasibility of drug testing students and/or athletes. ; 5937 Cove Road Roanoke, VA 24019; Start Date 09/2025; Role/Title: Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Soda Street LLC; Mobile beverage trailer; 2480 Mountain View Rd. Vinton, VA 24179; Start Date 06/2026; Role/Title: Owner; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; I am part owner with my spouse. I will assist in moving the trailer and prepping for and assisting with events.]
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Neil Zimmerman'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
March 30, 2026 - Present
EAGLE STRATEGIES LLC
Office #1: 131 East Lee Avenue, Vinton, VA 24179RIA
CRD#: 110826
VINTON, VA
Current
September 24, 2024 - Present
NYLIFE SECURITIES LLC
Office #1: 131 E Lee Avenue, Vinton, VA 24179BD
CRD#: 5167
VINTON, VA
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
Virginia(11/2/2024)
IAR
Virginia(3/30/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Passed: 9/24/2024
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Vinton, VA 24179TRUST BUT VERIFY
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