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Mychael Anthony Nguyen

Eagle Strategies LLC

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About Mychael Anthony Nguyen

Mychael Anthony Nguyen is a registered investment advisor representative associated with Eagle Strategies LLC. Mychael has been working in the financial industry since April 16, 2006. Mychael is registered with the state of Texas as an investment advisor representative. Mychael is also registered with the state of Arizona as a broker. Mychael has passed the Series 6, Series 7, Series 24, Series 26, Series 63, Series 66, and SIE exams.

Firm Information

Mychael Nguyen 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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Mychael Nguyen’s Registration & Firm History

TX

04/19/2011 - Present

Eagle Strategies LLC (HOUSTON TX)

NY

03/28/2005 - 02/02/2006

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/05/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/2010

Series 24 - General Securities Principal Examination

BC

Issued 07/27/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/26/2010

Series 7 - General Securities Representative Examination

BC

Issued 03/26/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mychael Anthony Nguyen. Review regulatory record here.
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