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Ashley Filuta

Financial Professional at Eagle Strategies LLC

Latham, NYCRD #7702826
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ashley Filuta is a financial professional associated with Eagle Strategies LLC in Latham, NY, where they have been associated since 2026. They have worked in the securities industry since 2025 and have been registered with 3 firms, including Cimas, LLC and Janney Montgomery Scott LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative).

Office

26 Century Hill Drive, Suite 301
Latham, NY 12110

Advisors at this office: 12

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Registration type not available
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/15/2026
Series 7
General Securities Representative Examination
Passed 5/26/2025
SIE
Securities Industry Essentials Examination
Passed 10/27/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Eagle Strategies LLCCurrent
6/23/2026 – Latham, NY
Cimas, LLC
8/26/2025 – 3/27/2026Albany, NY
Janney Montgomery Scott LLC
5/27/2025 – 6/11/2025Albany, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. CVS/ Pharmacy
    Jun 2016 – Jan 2018North Greenbush, NY
  2. International Gaming Technologies (IGT)
    Jan 2018 – Dec 2020Albany, NY
  3. Bobrow Distributing
    Jan 2020 – Apr 2020Clifton Park, NY
  4. Unemployed due to COVID
    Apr 2020 – Aug 2020Troy, NY
  5. Questar III BOCES
    Aug 2020 – Feb 2023Castleton, NY
  6. Janney Montgomery Scott, LLC.
    Feb 2023 – Jun 2025Albany, NY
  7. Designs By EmmyLou Shop on Etsy
    Jul 2023 – May 2025Troy, NY
  8. Marshalls
    Oct 2023 – Apr 2024Latham, NY
  9. Curran Wealth Management
    Jul 2025 – Mar 2026Albany, NY
  10. NYLife Securities, LLC.
    Apr 2026 – Aug 2026Latham, NY
  11. Wealth Strategies Group
    Apr 2026 – Aug 2026Latham, NY
  12. Eagle Strategies LLC
    Jun 2026 – Aug 2026Latham, NY
  13. HK Wealth Management Group
    Sep 2026 – no end date reportedClifton Park, NY
  14. Cetera Financial Specialists LLC
    Sep 2026 – no end date reportedSchaumburg, IL
  15. Cetera Investment Advisers LLC
    Sep 2026 – no end date reportedSchaumburg, IL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Eagle Strategies LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Customized wealth management and protection solutions, investment growth strategies, retirement planning, legacy planning, and holistic financial advice and guidance.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial PlanningInvestment ManagementRetirement PlanningLegacy PlanningAsset Protection

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,469
Offices listed on AdvisorFinder:
27
Main office:
New York, NY
SEC file number:
801-32987

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 31, 2026

View full firm profile

Other advisors at Eagle Strategies LLC

Showing 12 of 2,469 in the directory

View Eagle Strategies LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ashley Filuta has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Ashley Filuta (Eagle Strategies) - Fees & Credentials