Chaim David Neuman
Investment Adviser Representative at Eagle Strategies LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chaim David Neuman is an investment adviser representative with Eagle Strategies LLC in Brooklyn, NY, where they have been registered since 2021. They have worked in the securities industry since 2008. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in New York and Texas.
Registrations & licenses
- Investment adviser:
- New York, Texas
- Broker:
8 states and territories
California, Colorado, Connecticut, Florida, New Jersey, New York, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- NEW YORK LIFE Insurance CompanyJun 2008 – no end date reportedNew York, NY
- Nylife Securities LLCAug 2008 – no end date reportedNew York, NY
- FNR Financial Strategies, Inc.Dec 2012 – no end date reportedBrooklyn, NY
- DNS Insurance Broker LLCNov 2013 – no end date reportedBrooklyn, NY
- FNR Financial Strategies AND Insurance Solutions Inc.Jul 2014 – no end date reportedBrooklyn, NY
- Eagle Strategies LLCNov 2021 – no end date reportedBrooklyn, NY
Official records & sources
Data as of June 27, 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.
Client types the firm serves
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 profileOther advisors at Eagle Strategies LLC
Showing 12 of 2,469 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chaim David Neuman 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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