John Michael Donaldson

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2021-11-17
NC	RA	APPROVED	2001-12-31

SC RA
APPROVED

Since 2021-11-17
NC RA
APPROVED

Since 2001-12-31

Branch Locations

Germanton, NC • 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

Organization	City	State	From	To
New York Life Ins Company	Winston-Salem	NC	02/1988	Present
Nylife Securities Llc	Greensboro	NC	02/1989	Present
Donaldson Insurance And Financial Services	Winston-Salem	NC	01/2008	Present
Eagle Strategies Llc	Winston-Salem	NC	02/2001	Present

02/1988 → Present

New York Life Ins Company

Winston-Salem, NC
02/1989 → Present

Nylife Securities Llc

Greensboro, NC
01/2008 → Present

Donaldson Insurance And Financial Services

Winston-Salem, NC
02/2001 → Present

Eagle Strategies Llc

Winston-Salem, NC

Other Businesses

[OPERATING UNDER THE DBA NAME OF DONALDSON INSURANCE AND FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 1365 WESTGATE CENTER DRIVE L-2 WINSTON SALEM, NC 27103; START DATE: 01/2008]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1989-08-15

S63 Uniform Securities Agent State Law Examination

1989-08-15

Designations

Chartered Financial Consultant

Other Names

Mike Donaldson

View on SEC IAPD