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.

Current firm

EAGLE STRATEGIES LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jun 3, 2021

First registration

Jul 5, 2022

Dual registered

yes, broker-dealer

Other names

ANDREW G STEVENS

IAPD individual key

4948445

• Occurred

  Oct 23, 2024
  Advisor changed firm

  Andrew Guy Stevens left Credit Suisse Securities (Usa) Llc for Eagle Strategies Llc (registered 2026-08-27)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d4425d40-db9e-a35f-23cf-3df687b3f3e2

First observed

Jul 5, 2022

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.