John Anthony Forte

Current Employers

Employment History

• 09/1987 → Present
  New York Life
  Albany, NY
• 10/1987 → Present
  Nylife Securities Inc.
  Albany, NY
• 07/2007 → 07/2026
  Wealth Strategies Group
  Latham, NY
• 01/2007 → Present
  Eagle Strategies Llc
  Latham, NY
• 07/2026 → Present
  Wealth Strategies Group Llc
  Latham, NY

Other Businesses

[OPERATING UNDER THE DBA NAME OF WEALTH STRATEGIES GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (LATHAM, NY); START DATE: 07/2026] [Corpus Christi Church Trustee; Church; 2001 US 9 Round Lake, NY 12151; Start Date 11/2018; Role/Title: Trustee-finance committee; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Advise priest on church operations] [Reigniting our Faith Foundation; oversee distribution of funds to parishes in the Albany NY diocese; 40 Nort Main Street Albany,NY 12203; Start Date 01/2019; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; act as a board member and interact with the bishop and local parishes] [Utica University; Private university; 1600 Burrstone Rd, Utica, NY 13502; Start Date 06/2020; Role/Title: Board Member; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours; audit committee as vice chairperson, I also am on the executive committee. ]

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-02
• S63 Uniform Securities Agent State Law Examination
  1987-11-20

Designations