Morgan Stanley
47yrs
Top advisor by experience in New York
19yrs
Xiaomao Wang
Financial advisor at Eagle Strategies
Xiaomao Wang has worked in the financial industry for 19 years and is a fiduciary financial advisor based in New York, New York. Xiaomao has been with Eagle Strategies since 2025. Eagle Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 67% of advisors in New York
Office420 Lexington Avenue Floor 15, New York, NY 10170
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
- Feb 2025 – nowEagle Strategies LLCCurrent firm
Contact Xiaomao
(888) 695-3245Eagle Strategies main office 420 Lexington Avenue Floor 15New York, NY 10170Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask Xiaomao
Tailored to Xiaomao’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 Xiaomao
How do I contact Xiaomao?
Call Eagle Strategies at (888) 695-3245 and ask for Xiaomao Wang. Xiaomao works from the New York, NY office.
How long has Xiaomao been a financial advisor?
Xiaomao has been in the industry since 2007, about 19 years. More experience than 67% of advisors in New York.
What licenses does Xiaomao hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Xiaomao a fiduciary?
Xiaomao is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Xiaomao paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Xiaomao 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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