Amar Bellara
Financial advisor at Eagle Strategies LLC · Stratford, CT
Last updated 2026-10-10
Claim your profileAmar Bellara is a financial advisor at Eagle Strategies LLC in Stratford, CT, CRD 5069057. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2022-05-18.
Registration
- CRD number
- 5069057
- Registration status
- Active
- IAPD registration
- 2022-05-18
- Industry Experience
- 4 years
- Work Experience
- 20 years
- States registered
- CT, TX
Licenses and exams
- Series 63
- Series 65
Designations
- Chartered Financial Consultant
Work history
- 2006-02 to Present · New York Life Insurance Co. · Stratford, CT
- 2006-06 to Present · Nylife Securities Inc. · Stratford, CT
- 2010-01 to Present · Bellara & Associates · Stratford, CT
- 2016-08 to Present · Strategic Financial Group LLC · Stratford, CT
- 2017-08 to 2021-05 · Soccerviza Fc · Norwalk, CT
- 2022-05 to Present · Eagle Strategies LLC · Stratford, CT
Current employment
- Eagle Strategies LLC · New York, NY
Eagle Strategies LLC
- Regulatory AUM
- $32,040,850,438
- Registered advisors
- 2,496
- Offices
- 1,521
- Clients per advisor
- 53.6 (Low)
- Average AUM per client
- $239.3K (Low)
- High-net-worth client ratio
- 20.3% (Moderate)
Eagle Strategies LLC: advisors, services and reported ETF investments
About
Amar Bellara is a Chartered Financial Consultant financial advisor at Eagle Strategies LLC in Stratford, CT. Reported securities licenses include Series 63 and Series 65. The latest record indicates 4 years of industry experience and 20 years of reported work history. Reported roles include Strategic Financial Group LLC, Bellara & Associates, Nylife Securities Inc., New York Life Insurance Co., among others.
SEC disclosures list additional business and community activities: [insurance Brokering; Appointed With Outside Carriers For The Purpose Of Brokering Non-Registered Insurance Products; Dba Bellara & Associates: ] [operating under the dba name of strategic financial group llc for the purpose of selling new york life products and services as well as brokering non-registered insurance products; investment related; associate; stratford, ct; start date: 08/2016] [bella casa group, llc; single family condo unit purchase for rental income in ct; ][the graphite lab; saas product led by ai to implement automation in the skilled service trades businesses erp and crm systems.
Eagle Strategies LLC's firm-level Form ADV reports 2,496 advisors across 1,521 offices; approximately 53.6 clients per advisor, average assets per client of $239,289, and regulatory AUM of $32B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $835.1M across 166 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Amar Bellara personally.
Reported ETF positions
Eagle Strategies reports 166 ETF positions worth $835.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $67.3M |
| FNDX — Schwab Fundamental U.S. Large Company ETF | $56.4M |
| VUG — Vanguard Morningstar Growth ETF | $44.9M |
| VEA — Vanguard FTSE Developed Markets ETF | $37.5M |
| VO — Vanguard Morningstar Mid-Cap ETF | $35.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Eagle Strategies's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | MGC — Vanguard Morningstar Mega Cap ETF | $2.4M | Top 99.5% | Peer conviction 79.0% · Active return +3.51% |
| Addressable Market | MGC — Vanguard Morningstar Mega Cap ETF | $2.4M | Top 99.7% | Addressable AUM $12.8T · Peer conviction 79.0% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $56.4M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $1M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Eagle Strategies LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Trust Company
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
99 Hawley Lane, Stratford, CT 06614
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: (888) 695-3245
- Website: eaglestrategies.com
Official record
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