Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
11yrs
David Moler
Financial advisor at Eagle Strategies
David Moler is a fiduciary financial advisor in Bethesda, Maryland, with 11 years in the industry. After three years at Northwestern Mutual Investment Services and a year at Merrill, David joined Eagle Strategies in 2020, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office6901 Rockledge Drive Suite 710, Bethesda, MD 20817
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 ?2 states
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
- 2020 – nowEagle Strategies LLCCurrent firm
- 2017 – 2020Northwestern Mutual Investment Services, LLCPreviously
- Dec 2015 – Mar 2017MerrillPreviously
Contact David
Local office(301) 214-6652Ask for David. (888) 695-3245Main office · New York, NY 6901 Rockledge Drive Suite 710Bethesda, MD 20817Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call David’s local office at (301) 214-6652 or the Eagle Strategies main office at (888) 695-3245, and ask for David Moler.
How long has David been a financial advisor?
David has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David 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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