Lucas John Quaccia

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

• 09/2008 → Present
  New York Life Insurance Co
  Deerfield, IL
• 05/2011 → Present
  Eagle Strategies Llc
  Deerfield, IL

Other Businesses

[Tollhouse, LLC; I will hold a promissory note as part of an LLC with my brother and brother in law; 8635 Tom Kite Trail, Reno, NV 89523; Start Date 02/2022; Role/Title: Partner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Ordained Minister; I will be getting ordained to officiate a wedding; 10728 N. Satin Nickel Dr., Fresno, CA 93730; Start Date 07/2024; Role/Title: Ordained Minister; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2011-05-06
• S63 Uniform Securities Agent State Law Examination
  2000-09-25

Designations

• Chartered Financial Consultant

Other Names

• Lucas J Quaccia