CG
CG
Craig Gallen is a registered investment advisor at Eagle Strategies LLC, based in Frisco, TX, with 21 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B
Fee Structure
Eagle Strategies offers investment advice through several programs:
- Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
- New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
Loading...
Location
2600 Network Blvd, Ste 130, Frisco, TX, 75034
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
June 2019Final
Employment History
Current Registrations
Eagle Strategies LLC
August 2025 - Present · 9 mos
Nylife Securities LLCBroker
July 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2022 - May 2025 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2022 - May 2025 · 3 yrs 4 mos
MML Investors Services, LLCBroker
November 2020 - October 2021 · 11 mos
Northwestern Mutual Investment Services, LLCBroker
August 2016 - November 2020 · 4 yrs 3 mos
Tradition Asiel Securities INC.Broker
May 2014 - January 2016 · 1 yr 8 mos
Tullett Prebon Financial Services LLCBroker
February 2014 - May 2014 · 3 mos
Gfi Securities LLCBroker
May 2009 - October 2013 · 4 yrs 5 mos
Citigroup Global Markets INC.Broker
December 2002 - February 2009 · 6 yrs 2 mos
State Registrations2 states
ORTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.