Unclaimed Profile

Brian Charles Loutrel

EAGLE STRATEGIES LLC·NEW YORK, New York

SIE, Series 7, Series 24, Series 63Clean recordEAGLE STRATEGIES LLC

51 MADISON AVENUE, NEW YORK, NY 10010CRD# 3025266Firm CRD# 110826

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Charles Loutrel · NEW YORK, NY

Registration

CRD #3025266 · EAGLE STRATEGIES LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EAGLE STRATEGIES LLC

CRD 110826 · SEC 801-32987

AUM

$20.4B

Regulatory assets under management

Employees

2,567

95,287 client accounts

Services offered by EAGLE STRATEGIES LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at EAGLE STRATEGIES LLC →

Introduction

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Frequently Asked Questions

What services does Brian Charles Loutrel offer?

Brian Charles Loutrel specializes in Financial Planning, Investment Management. Contact their office in NEW YORK, New York for a consultation.

What are Brian Charles Loutrel's credentials?

Brian Charles Loutrel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Charles Loutrel located?

Brian Charles Loutrel is based in NEW YORK, New York, working with EAGLE STRATEGIES LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Brian Charles Loutrel charge for services?

Brian Charles Loutrel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EAGLE STRATEGIES LLC?

EAGLE STRATEGIES LLC has approximately 2567 employees and manages $20.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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