B. Riley Wealth Advisors
43yrs
Top advisor by experience in Brooklyn
29yrs
Yong Chen
Financial advisor at Eagle Strategies
Yong Chen has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Brooklyn, New York. Yong joined Eagle Strategies in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Eagle Strategies reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 579 advisors with offices in Brooklyn, and one of 507 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 15% by experience in Brooklyn
Office720 64th Street, Brooklyn, NY 11220
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowEagle Strategies LLCCurrent firm
Contact Yong
(888) 695-3245Firm headquarters in New York, NY. Ask for Yong. 720 64th StreetBrooklyn, NY 11220Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Yong
Tailored to Yong’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Yong
How do I contact Yong?
Call Eagle Strategies at (888) 695-3245 and ask for Yong Chen. Yong works from the Brooklyn, NY office.
How long has Yong been a financial advisor?
Yong has been in the industry since 1997, about 29 years. Top 15% by experience in Brooklyn.
What licenses does Yong hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Yong a fiduciary?
Yong is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yong paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Yong for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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