Merrill
37yrs
Top advisor by experience in Santa Clarita
1yr
Yi Ding
Financial advisor at Eagle Strategies
Yi Ding has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Santa Clarita, California. Yi joined Eagle Strategies in 2026, 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 63 advisors with offices in Santa Clarita, and one of 59 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office25124 Springfield Ct Suite 170, Santa Clarita, CA 91355
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
- May 2026 – nowEagle Strategies LLCCurrent firm
Contact Yi
(888) 695-3245Firm headquarters in New York, NY. Ask for Yi. 25124 Springfield Ct Suite 170Santa Clarita, CA 91355Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Yi
Tailored to Yi’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Yi
How do I contact Yi?
Call Eagle Strategies at (888) 695-3245 and ask for Yi Ding. Yi works from the Santa Clarita, CA office.
How long has Yi been a financial advisor?
Yi has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Yi hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Yi a fiduciary?
Yi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Yi paid?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Yi 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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