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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-16
  • NY RA
    APPROVED
    Since 2021-08-16

Branch Locations

1660 Walt Whitman Road, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Syosset NY 03/1988 Present
Nylife Securities Inc. Melville NY 09/1988 Present
Eagle Strategies Melville NY 09/2003 Present
  • 03/1988 → Present
    New York Life
    Syosset, NY
  • 09/1988 → Present
    Nylife Securities Inc.
    Melville, NY
  • 09/2003 → Present
    Eagle Strategies
    Melville, NY
Other Businesses

APPOINTED WITH VARIOUS OUTISDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. INVESTMENT ADVISER REPRESENTATIVE OF EAGLE STRATEGIES LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-21
S63 Uniform Securities Agent State Law Examination 1989-02-28
  • S65 Uniform Investment Adviser Law Examination
    2004-05-21
  • S63 Uniform Securities Agent State Law Examination
    1989-02-28

View on SEC IAPD

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