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Yong Chen

Eagle Strategies LLC

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About Yong Chen

Yong Chen is a financial advisor who has been in the industry since 1997. Yong is currently registered with Eagle Strategies LLC and is based in Brooklyn, NY. Yong has a wide range of experience in the financial services industry, having worked for several firms over the years. Yong has a diverse background in the financial services industry and is well-versed in a variety of investment products and services.

Firm Information

Yong Chen 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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Yong Chen’s Registration & Firm History

NY

08/03/2021 - Present

Eagle Strategies LLC (BROOKLYN NY)

NY

06/04/1997 - 12/13/2006

METLIFE SECURITIES INC. (BROOKLYN NY)

NY

06/04/1997 - 12/13/2006

METROPOLITAN LIFE INSURANCE COMPANY (BROOKLYN NY)

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Licenses & Designations

BOTH

Issued 05/23/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/02/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/2003

Series 24 - General Securities Principal Examination

BC

Issued 08/01/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/25/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/02/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yong Chen.
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