Eagle Strategies LLC

Investment Advisor
in Atlanta, GA
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About this Advisor

Hung Lai is a chartered financial consultant who works out of Atlanta, Georgia, who has 21 years of work experience. Lai is an employee of Eagle Strategies LLC. Throughout their career, they have worked at New York Life Insurance Company, Arbys-Rtm, Nylife Securities Inc and Eagle Strategies LLC. Lai has a Series 63 license, which qualifies them as a securities broker, and is approved to operate in Georgia. Eagle Strategies LLC is a registered investment firm that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 791 locations and a total of 1,913 financial advisors. It controls $8 billion in assets among its 41,236 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 41 charities and foundations. Of its 41,236 client accounts, 22% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Eagle Strategies LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which services are offered. However, fees billed by Eagle Strategies LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

5909 Peachtree Dunwoody Road Building D Suite 1100
Atlanta, GA 30328

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management


GA Average: $7,464,549,021
Total Number of Employees


GA Average: 88
Total Number of Accounts


GA Average: 3,892
Average Account Size


GA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Hung Lai Work History

Hung has 21 years of experience.

2014 - Present (5 years)

Eagle Strategies LLC

1998 - Present (21 years)

New York Life Insurance Company

1998 - Present (21 years)

Nylife Securities Inc

1997 - Present (22 years)



Hung Lai has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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