Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
23yrs
Xin Wang
Financial advisor at Eagle Strategies
Xin Wang is a financial advisor in Houston, Texas, with 23 years in the industry. Xin joined Eagle Strategies in 2008, a firm offering financial planning, investment management, and retirement plan consulting. Xin holds the CFP® designation.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 71% of advisors in Texas
Office11 Greenway Plaza Suite 1458, Houston, TX 77046
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2008 – nowEagle Strategies LLCCurrent firm
Contact Xin
Local office(713) 388-6789Ask for Xin. (888) 695-3245Main office · New York, NY 11 Greenway Plaza Suite 1458Houston, TX 77046Office · Get directions Firm websitewww.eaglestrategies.com
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Questions to ask Xin
Tailored to Xin’s registration and firm.
- 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 Xin
How do I contact Xin?
Call Xin’s local office at (713) 388-6789 or the Eagle Strategies main office at (888) 695-3245, and ask for Xin Wang.
How long has Xin been a financial advisor?
Xin has been in the industry since 2004, about 23 years. More experience than 71% of advisors in Texas.
What licenses does Xin hold?
Series 63. Tap any license on this page to see what it allows.
Is Xin a fiduciary?
Xin is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Xin paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Xin 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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