AdFi
MA

Martin Andrew Michaud

Investment Adviser Representative at Eagle Strategies LLC

Westborough, MACRD #5082181Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
Exams Passed
6

Professional summary

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

Martin Andrew Michaud is an investment adviser representative with Eagle Strategies LLC in Westborough, MA, where they have been registered since 2023. They have worked in the securities industry since 2006 and have been registered with 4 firms, including Equitable Advisors, LLC and Citizens Investment Services. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Massachusetts, New Hampshire, and Texas.

Office

1700 West Park Drive
Westborough, MA 01581

Advisors at this office: 10

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

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts, New Hampshire, Texas
Broker:
13 states and territories

Arizona, Connecticut, Delaware, Florida, Massachusetts, Nevada, New Hampshire, New York, North Carolina, Oregon, Rhode Island, South Carolina, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/17/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 1/26/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 2/1/2013
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/17/2006
Series 24
General Securities Principal Examination
Passed 5/1/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Eagle Strategies LLCCurrent
3/3/2023 – Westborough, MA
Equitable Advisors, LLC
3/7/2022 – 1/20/2023Portsmouth, NH
Citizens Investment Services
5/14/2018 – 1/26/2022Nashua, NH
Eagle Strategies LLC
2/20/2018 – 5/17/2018Andover, MA
Waddell & REED, Inc.
2/1/2006 – 12/4/2007Bedford, NH

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. Nylife Securities LLC
    Jun 2016 – May 2018Waltham, MA
  2. NEW YORK LIFE Insurance Co
    May 2016 – May 2018Waltham, MA
  3. Eagle Strategies LLC
    Feb 2018 – May 2018Andover, MA
  4. Citizens Securities, Inc.
    May 2018 – Jan 2022Nashua, NH
  5. Unemployed
    Jan 2022 – Feb 2022Nashua, NH
  6. Equitable Advisors LLC
    Mar 2022 – Jan 2023New York, NY
  7. New York Life Insurance Co.
    Dec 2022 – no end date reportedWestborough, MA
  8. NYLife Securities LLC
    Feb 2023 – no end date reportedWestborough, MA
  9. Eagle Strategies LLC
    Mar 2023 – no end date reportedWestborough, MA
  10. Michaud Wealth Strategies, LLC
    Dec 2024 – no end date reportedWestborough, MA

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.

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

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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. Martin Andrew Michaud 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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Martin Andrew Michaud (Eagle Strategies) - Advisor Profile