William F Pyott

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
CA	RA	APPROVED	2025-03-03

CA RA
APPROVED

Since 2025-03-03

Branch Locations

Trabuco Canyon, CA • 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 Insurance Co.	Irvine	CA	07/2000	Present
Eagle Strategies Llc	Trabuco Canyon	CA	03/2025	Present
Skylight Financial & Insurance Solutions	Trabuco Canyon	CA	08/2026	Present

07/2000 → Present

New York Life Insurance Co.

Irvine, CA
03/2025 → Present

Eagle Strategies Llc

Trabuco Canyon, CA
08/2026 → Present

Skylight Financial & Insurance Solutions

Trabuco Canyon, CA

Other Businesses

NON-NEW YORK LIFE INDIVIDUAL/GROUP HEALTH INSURANCE. [OPERATING UNDER THE DBA NAME OF Au Dela Financial & Insurance Solutions LLC D/B/A Skylight Financial & Insurance Solutions FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; TRABUCO CANYON CA; START DATE: 08/2026]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-02-28
S63	Uniform Securities Agent State Law Examination	2000-08-15

S65 Uniform Investment Adviser Law Examination

2025-02-28
S63 Uniform Securities Agent State Law Examination

2000-08-15

View on SEC IAPD