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Sadruddin Panjwani

Eagle Strategies LLC

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About Sadruddin Panjwani

Sadruddin Panjwani is an investment advisor representative with Eagle Strategies LLC and has been in the industry since 1999. Sadruddin is licensed in Texas and has a Series 6, Series 7, Series 24, Series 63 and Series 66. Sadruddin specializes in portfolio management for individuals, pension consulting, financial planning, educational seminars, and selection of other advisors. Sadruddin is also a board member of Southern Methodist University, CASA, Irving Cares, and Irving Las Colinas Chamber of Commerce.

Firm Information

Sadruddin Panjwani 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

6565 N MACARTHUR BLVD

IRVING, TX 75039

$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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Sadruddin Panjwani’s Registration & Firm History

TX

06/04/2014 - Present

Eagle Strategies LLC (IRVING TX)

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Licenses & Designations

BOTH

Issued 12/22/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 9/21/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/15/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/7/2004

Series 7 - General Securities Representative Examination

BC

Issued 10/20/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sadruddin Panjwani.
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