Daniel Pearsall
Financial advisor at Eagle Strategies LLC · Malta, NY
Last updated 2026-10-10
Claim your profileDaniel Pearsall is a financial advisor at Eagle Strategies LLC in Malta, NY, CRD 5557588. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2021-06-23.
Registration
- CRD number
- 5557588
- Registration status
- Active
- IAPD registration
- 2021-06-23
- Industry Experience
- 5 years
- Work Experience
- 13 years
- States registered
- NY
Licenses and exams
- Series 63
- Series 65
Work history
- 2020-03 to Present · New York Life Insurance Co · Latham, NY
- 2020-03 to Present · Nylife Securities LLC · Latham, NY
- 2019-06 to 2020-02 · Unemployed · New York, NY
- 2013-07 to 2019-05 · Waterfall Asset Management · New York, NY
- 2021-01 to 2021-05 · Tarella and Testa Financial Group · Saratoga Springs, NY
- 2021-05 to 2025-02 · Tailored Wealth Solutions LLC D/b/a Tailored Wealth Solutions · Saratoga Springs, NY
- 2021-06 to Present · Eagle Strategies LLC · Saratoga Springs, NY
- 2025-01 to 2025-06 · Waterfall Wealth Solutions, LLC · Malta, NY
- 2025-06 to Present · Post Time Wealth Solutions, LLC · Malta, NY
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
Daniel Pearsall is a financial advisor at Eagle Strategies LLC in Malta, NY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 5 years of industry experience and 13 years of reported work history. Reported roles include Post Time Wealth Solutions, LLC, New York Life Insurance Co, Nylife Securities LLC, Waterfall Wealth Solutions, LLC, among others.
SEC disclosures list additional business and community activities: [insurance Brokering; Insurance Brokering ; 26 Century Hill Dr.
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 Daniel Pearsall 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
100 Saratoga Village Boulevard, Malta, NY 12020
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: (888) 695-3245
- Website: eaglestrategies.com
Official record
Are you Daniel Pearsall?
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