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Advisor at EAGLE STRATEGIES LLC
WALTHAM, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| EAGLE STRATEGIES LLC | Bd affiliated wealth | Jan 13, 2026 | n/a | yes | WALTHAM, MA | Current employment |
| MORGAN STANLEY | Wirehouse | Jun 1, 2009 | Apr 22, 2024 | no | Middleton, MA|DANVERS, MA|Boston, MA|Boston, MA|Boston, MA | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | Jun 1, 2009 | no | PORTSMOUTH, NH|MIDDLETON, MA | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jun 2, 2006 | Apr 2, 2007 | no | PORTSMOUTH, NH | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 17, 2003 | Jun 13, 2006 | no | PORTSMOUTH, NH|PORTSMOUTH, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | EAGLE STRATEGIES LLC | Apr 22, 2024 | Jan 13, 2026 | 631 | Firm change after gap | Wirehouse to ibd |
| MORGAN STANLEY & CO. LLC | MORGAN STANLEY | Jun 1, 2009 | Jun 1, 2009 | 0 | Bulk transfer | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | MORGAN STANLEY DW INC. | Jun 13, 2006 | Jun 2, 2006 | -11 | Firm change | Other |