Adam Joseph Sheldon

Eagle Strategies LLC

9 Years of Experience

2 DisclosuresBroker

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

3000 Bayport Drive, Suite 1100, Tampa, FL, 33607

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History

Regulatory History (2)

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Financial

June 2018

Final

Financial

June 2018

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Adam owns a patent for a personal grooming invention device since 2022. He dedicates minimal time to this activity.

Employment History

Current Registrations

Eagle Strategies LLC

November 2024 - Present · 1 yr 3 mos

Nylife Securities LLCBroker

October 2016 - Present · 9 yrs 4 mos

Previous Registrations

Edward JonesBroker

April 2016 - August 2016 · 4 mos

State Registrations3 states

FLNMTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.