Scott Goldman
Investment Adviser Representative at Eagle Strategies LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Scott Goldman is an investment adviser representative with Eagle Strategies LLC in Grand Rapids, MI, where they have been registered since 2024. They have worked in the securities industry since 2021 and have been registered with 4 firms, including HILL Island Financial LLC and LPL Financial 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). They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
20 states and territories
Alabama, Arizona, Arkansas, California, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Massachusetts, Michigan, Minnesota, Nebraska, New York, Ohio, Texas, Virginia, Washington, Wisconsin
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.
- CUNA Brokerage Services, Inc.Oct 2020 – Aug 2023Waverly, IA
- CUNA Mutual GroupOct 2020 – Aug 2023Waverly, IA
- Advia Credit UnionDec 2019 – Oct 2020Kalamazoo, MI
- Portage School SystemNov 2017 – Nov 2019Portage, MI
- Woodland Elementary/EdustaffSep 2018 – Jun 2019Portage, MI
- UnemployedSep 2017 – Nov 2017Kalamazoo, MI
- ZaggMar 2017 – Oct 2017Kalamazoo, MI
- Cracker BarrelJul 2014 – Apr 2017Battle Creek, MI
- LPL Financial LLCMay 2022 – Aug 2023Kalamazoo, MI
- Hill Island Financial LLCAug 2023 – Sep 2023Grand Rapids, MI
- DoorDashJan 2023 – no end date reportedGrand Rapids, MI
- DoorDashJan 2020 – Aug 2020San Francisco, CA
- New York Life Insurance CompanyJan 2024 – no end date reportedGrand Rapids, MI
- NYLIF Securities LLCFeb 2024 – no end date reportedGrand Rapids, MI
- Eagle Strategies LLCFeb 2024 – no end date reportedGrand Rapids, MI
- 2M Financial Group LLCJun 2024 – no end date reportedGrand Rapids, MI
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.
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. Scott Goldman 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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