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Adam Kyle Dorman

Eagle Strategies LLC
11 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Eagle Strategies LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2254 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Location

816 A 1 A North Suite 208, Ponte Vedra Beach, FL, 32082-3219

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Eagle Strategies LLC
August 2025 - Present · 6 mos
Nylife Securities LLCBroker
August 2025 - Present · 6 mos
Previous Registrations
Edward Jones
March 2024 - June 2025 · 1 yr 3 mos
Edward JonesBroker
March 2024 - June 2025 · 1 yr 3 mos
Fidelity Personal and Workplace Advisors
February 2022 - March 2024 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
January 2022 - March 2024 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2014 - December 2021 · 7 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2014 - December 2021 · 7 yrs 11 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.