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Dylan Huang

Chairman at Eagle Strategies

Broker registration; no current adviser registrationSEC record checked 18 October 2026

0
Past adviser firms
3
Licensing exams

IAPD record retrieved 18 October 2026SEC record

Dylan Huang is Chairman of Eagle Strategies LLC, a New York investment adviser managing $32B. Dylan Huang has a current broker registration and no current investment-adviser registration and has passed the Series 6, Series 26 and SIE.

Role at Eagle Strategies

Title on Schedule A
Chairman
Control
Dylan Huang is a control person of Eagle Strategies.
Ownership
An individual ownership band is not available in the source record.
Tenure
Dylan Huang has held the filed role since June 2021.

The firm

Eagle Strategies LLC
New York, NY

Form ADV filed 31 July 2026

$32B AUM133,900 clients2,463 advisers27 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 26 · 2014
  3. Passed Series 6 · 2013

Registrations and exams

Broker registration; no current adviser registration. Dylan Huang has passed 3 qualifying exams.

Examinations

Series 2627 February 2014
Name
Investment Company Products/Variable Contracts Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 622 November 2013
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Dylan Wei Huang
CRD
6233208
Firm
Eagle Strategies LLC
Registration status
Broker registration; no current adviser registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Dylan Huang work?

Dylan Huang has been Chairman of Eagle Strategies LLC since June 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 31 July 2026

Does Dylan Huang have a current investment-adviser registration?

Dylan Huang has a current broker registration and no current investment-adviser registration, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

What exams has Dylan Huang passed?

Dylan Huang has passed 3 licensing exams: the Series 6, Series 26 and SIE. The earliest, the Series 6, was passed in November 2013.

Source: IAPD individual record, checked 18 October 2026

Leadership at Eagle Strategies

Sources

  1. IAPD individual record, CRD 6233208. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Eagle Strategies LLC, filed 31 July 2026. Title, control and ownership bands.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Dylan Huang or Eagle Strategies LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.