Nazih Ahmad Yehya
Investment Adviser Representative at Eagle Strategies LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nazih Ahmad Yehya is an investment adviser representative with Eagle Strategies LLC in Anaheim, CA, where they have been registered since 2013. They have worked in the securities industry since 2006. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California and Texas.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Texas
- Broker:
20 states and territories
Arizona, California, Colorado, District of Columbia, Florida, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, Oregon, Pennsylvania, Texas, Utah, Washington
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 InsuranceAug 2005 – no end date reportedBrea, CA
- Nylife Securities Inc.Aug 2005 – no end date reportedNew York, NY
- Yehya Financial & Insurance ServicesAug 2014 – Jun 2023Brea, CA
- Eagles Strategies LLCApr 2014 – no end date reportedYorba Linda, CA
- Blue Cedar Financial and Insurance SolutionsJun 2023 – no end date reportedBrea, CA
- DH Financial and Insurance ServicesJul 2024 – no end date reportedUpland, CA
- PolicyChex Insurance AgencyOct 2024 – no end date reportedAnaheim, CA
- Benefitchex Insurance AgencyJan 2026 – no end date reportedAnaheim, CA
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. Nazih Ahmad Yehya 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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