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Chad Michael Worozaken

Eagle Strategies LLC

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About Chad Michael Worozaken

Chad Michael Worozaken is a financial advisor with Eagle Strategies LLC, a firm that provides financial planning, educational seminars, and portfolio management for individuals and businesses. Chad has been in the financial services industry since 2009. He is registered with the state of California and holds Series 66, SIE, and Series 7 licenses. Chad previously worked with Wells Fargo Advisors LLC and New York Life Securities LLC. He specializes in a broad range of areas including retirement planning, college savings, estate planning, and insurance.

Firm Information

Chad Worozaken is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chad Worozaken’s Registration & Firm History

CA

05/05/2022 - Present

Eagle Strategies LLC (GLENDALE CA)

CA

01/03/2011 - 01/12/2017

WELLS FARGO CLEARING SERVICES, LLC (WEST COVINA CA)

CA

03/09/2010 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (PASADENA CA)

IL

09/09/2009 - 03/10/2010

WELLS FARGO ADVISORS, LLC (DEERFIELD IL)

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Licenses & Designations

BOTH

Issued 04/19/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chad Michael Worozaken.
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