Christopher John Viveiros

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2000 → Present
  New York Life Insurance Company
  Waltham, MA
• 04/2012 → Present
  Eagle Strategies Llc
  Norfolk, VA
• 08/2000 → Present
  Nylife Securities Llc
  Waltham, MA

Other Businesses

[Brian M Viveiros Trust 2013; trust owns a house for rental; 4 Siegel Street Bristol, RI 02809; Start Date 06/2018; Role/Title: Trustee of a trust that owns the house; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; oversee rental]

Exams

• S66 Uniform Combined State Law Examination
  2012-02-23
• S63 Uniform Securities Agent State Law Examination
  2000-08-16