David Joseph Ray
Financial advisor at Eagle Strategies LLC · Sunrise, FL
Last updated 2026-10-10
Claim your profileDavid Joseph Ray is a financial advisor at Eagle Strategies LLC in Sunrise, FL, CRD 4456844. Licenses and exams on the registration: Series 63. First registered 2022-10-03.
Registration
- CRD number
- 4456844
- Registration status
- Active
- First registered
- 2022-10-03
- Years of experience
- 26
- States registered
- FL
Licenses and exams
- Series 63
Designations
- Chartered Financial Consultant
Work history
- 2000-02 to Present · Southern Vintage Spirits · Albuquerque, NM
- 2021-10 to Present · Eagle Strategies LLC · Denver, CO
- 2001-09 to Present · New York Life Insurance Co · Albuquerque, NM
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
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
1300 Concord Terrace, Sunrise, FL 33323
18 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (888) 695-3245
- Website: eaglestrategies.com
Official record
Are you David Joseph Ray?
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