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EAGLE'S CREST ADVISORS, LLC

HUNTINGTON, NY · CRD 335252 · IAPD ↗ · 646-627-6030

$125.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — EAGLE'S CREST ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
October 2026 — EAGLE'S CREST ADVISORS, LLC reported RAUM up 93% ($65.3M -> $125.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
July 2026 — EAGLE'S CREST ADVISORS, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
May 2026 — EAGLE'S CREST ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — EAGLE'S CREST ADVISORS, LLC moved its main office from MELVILLE, NY to HUNTINGTON, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2026 — EAGLE'S CREST ADVISORS, LLC reported RAUM up 114% ($30.6M -> $65.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
August 2025 — EAGLE'S NEST ADVISORS, LLC is now doing business as EAGLE'S CREST ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
May 2025 — EAGLE'S NEST ADVISORS, LLC (MELVILLE, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.