Minh-Chau Pham
Nguyen

Eagle Strategies LLC

CRD#6148217
Investment Advisor
in Tacoma, WA

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About this Advisor

Minh-Chau Pham Nguyen is a financial advisor working out of Tacoma, Washington, who has 6 years of industry experience. Nguyen is currently employed by Eagle Strategies LLC. Over the course of their career, they have held roles at Nylife Securities LLC, New York Life Insurance and Eagle Strategies LLC. Nguyen holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Washington. Eagle Strategies LLC is a financial advisory firm operating out of New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 advisors. It manages $17 billion in assets among its 87,580 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 175 charitable organizations. Of its 87,580 client accounts, 17% are held by high-net-worth individuals who have greater than $1 million in assets. Eagle Strategies LLC provides a diverse set 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. Financial advisory fees are based on which services the firm provides the client. However, fees charged by Eagle Strategies LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

1201 Pacific Avenue Suite 1600
Tacoma, WA 98402

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Eagle Strategies LLC Brokerage Details

Total Assets Under Management

$16,667,263,900

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

2,392

WA Average: 88
Total Number of Accounts

87,580

WA Average: 3,892
Average Account Size

$190,309

WA Average: $1,917,921

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

Minh-Chau Pham Nguyen Work History

Minh-Chau Pham has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Eagle Strategies LLC

2013 - Present (11 years)

Nylife Securities LLC

2013 - Present (11 years)

New York Life Insurance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Minh-Chau Pham Nguyen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eagle Strategies LLC

Daniel Lopez
Thousand Oaks, CA
Michael Golosovker
Nashua, NH
Walter Lawrence
Monroe, LA
Zuzana Ambrova
Matthews, NC
Vanessa Bucklin
Conrad, MT
Lynzie Wolters
Roseville, CA
Thuan Pham
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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