Tuyet-Mai
Hoang

Eagle Strategies LLC

CRD#6049220
Investment Advisor
in Austin, TX
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About this Advisor

Tuyet-Mai Hoang is a certified financial planner based out of Austin, Texas, who has been in the advisory business for 14 years. Hoang is an advisor for Eagle Strategies LLC. Over the course of their career, Hoang has held roles at Chase Investment Services Corp, Jp Morgan Chase, University Of Texas Library, J.P. Morgan Securities LLC, Eagle Strategies LLC, University Of Texas At Austin, Nylife Securities LLC, New York Life Insurance Co and Thrivent Investment Management. Hoang holds a Series 63 license, qualifying them as a securities representative, and is registered to advise clients in Texas. Eagle Strategies LLC is an advisory firm headquartered in Austin, Texas. The firm has offices in 791 locations and a total of 1,913 employees. It manages $8 billion in total assets between its 41,236 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 41 charitable organizations. Of its 41,236 customer accounts, 22% belong to high-net-worth investors who have at least $1 million in investable assets. Eagle Strategies LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually are based on which services the firm provides the client. However, fee types charged by Eagle Strategies LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 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

Disclosures

No

Office Location

6200 Bridgepoint Parkway Suite 300
Austin, TX 78730

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$8,145,447,434

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

1,913

TX Average: 88
Total Number of Accounts

41,236

TX Average: 3,892
Average Account Size

$197,532

TX 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

Tuyet-Mai Hoang Work History

Tuyet-Mai has 14 years of experience.

2017 - Present (2 years)

Eagle Strategies LLC

2016 - Present (3 years)

Nylife Securities LLC

2016 - Present (3 years)

New York Life Insurance Co

2016 - 2016 (0 years)

Thrivent Investment Management

2012 - 2012 (0 years)

Chase Investment Services Corp

2012 - 2015 (3 years)

J.P. Morgan Securities LLC

2010 - 2015 (5 years)

Jp Morgan Chase

2005 - 2009 (4 years)

University Of Texas Library

2004 - 2016 (12 years)

University Of Texas At Austin

Disclosures

Tuyet-Mai Hoang has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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