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Ming Li

Eagle Strategies LLC

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About Ming Li

Ming Li is an investment advisor representative registered with Eagle Strategies LLC. Ming has been in the financial services industry for over ten years. Ming holds the Series 7, Series 79, Series 63, and SIE licenses. Ming is also a Chartered Financial Consultant.

Firm Information

Ming Li is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

136-20 38th Ave

Flushing, NY 11354

$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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Ming Li’s Registration & Firm History

NY

07/28/2023 - Present

Eagle Strategies LLC (Flushing NY)

NY

01/05/2017 - 11/24/2017

WINDSOR STREET CAPITAL, LP (NEW YORK NY)

NY

08/29/2014 - 01/05/2015

METHOD INVESTMENTS & ADVISORY LLC (NEW YORK NY)

NY

03/17/2014 - 07/21/2014

METHOD INVESTMENTS & ADVISORY LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 7/30/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/22/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 6/25/2014

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 3/17/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ming Li.
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