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Brian Segel

Investment Adviser Representative at EAGLE STRATEGIES LLC

Edison, NJCRD #1610632Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
States Registered
1 states
Exams Passed
7

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New Jersey
Examinations passed
Series 3
National Commodity Futures Examination
Passed 12/19/1988
Series 65
Uniform Investment Adviser Law Examination
Passed 6/27/2002
Series 63
Uniform Securities Agent State Law Examination
Passed 7/9/1987
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/19/1988
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/18/1987
Series 24
General Securities Principal Examination
Passed 8/29/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Eagle Strategies LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EAGLE STRATEGIES LLCCurrent
6/17/2025Edison, NJ
CETERA INVESTMENT ADVISERS LLC
8/10/20232/2/2024New York, NY
SECURIAN FINANCIAL SERVICES, INC.
9/7/20228/10/2023New York, NY
MML INVESTORS SERVICES, LLC
6/14/20219/1/2022White Plains, NY
EAGLE STRATEGIES LLC
6/28/20121/9/2020White Plains, NY
METLIFE SECURITIES INC.
3/5/20086/24/2011White Plains, NY
CITIGROUP GLOBAL MARKETS INC.
5/29/20073/3/2008New York, NY
CITICORP INVESTMENT SERVICES
12/6/20045/29/2007New York, NY
QUICK & REILLY, INC.
9/9/200211/15/2002White Plains, NY

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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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. Brian Segel 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.

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