CM
CM

Chauvon Mcfadden

23 Years of Experience
Vienna, VA
BrokerSells Insurance

Chauvon Mcfadden is a registered investment advisor at Eagle Strategies LLC, based in Vienna, VA, with 23 years of industry experience. Chauvon 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

8075 Leesburg Pike, Suite 400, Vienna, VA, 22182

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Chauvon is an insurance broker and operates under the DBA name of Crimson Wealth Strategies, LLC, selling New York Life products and brokering non-registered insurance products. Chauvon also serves on several boards, including the Loudoun County Economic Development Commission, Inova Loudoun Hospital Foundation, Bank of Charles Town, National Capital Area Council of Boy Scouts of America, Washington Airports Task Force, and Senior Executives Council.

Employment History
Current Registrations
Eagle Strategies LLC
September 2023 - Present · 2 yrs 8 mos
Nylife Securities LLCBroker
February 2003 - Present · 23 yrs 3 mos
State Registrations17 states
ALCADCFLLAMAMDMOMTNCNJNYPATXVAWAWV
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.