MR
Matthew D. Ragan
EAGLE STRATEGIES LLC
CLAXTON, GA 30417
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CRD#: 7918405
MR
Professional summary
Matthew Dean Ragan is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Claxton, Georgia and NYLIFE SECURITIES LLC located in Claxton, Georgia.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Matthew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
[Toombs County Volunteer Firefighter; Fight fire on a volunteer basis for Toombs County.; 100 Courthouse Sq Ste 250, Lyons, GA 30436; start 07/2024; wages; 4 hours per month, 0 hours during securities trading hours; non-investment related][Notary Public; Notarize documents for clients; 615 Chastain St Vidalia Ga 30474; Start Date 06/2025; Role/Title: Notary Public; Investment Related; .5 hours per month; .5 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Dean Ragan'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
December 26, 2024 - Present
EAGLE STRATEGIES LLC
Office #1: 5 North Newton Street, Claxton, GA 30417RIA
CRD#: 110826
CLAXTON, GA
Current
October 11, 2024 - Present
NYLIFE SECURITIES LLC
Office #1: 5 N Newton St, Claxton, GA 30417BD
CRD#: 5167
CLAXTON, GA
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
IAR
Georgia(12/26/2024)
RR
Georgia(1/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/11/2024
General Securities 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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Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Claxton, GA 30417TRUST BUT VERIFY
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