Matthew Christopher Walker

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

• 06/2009 → 12/2016
  Northwestern Mutual Life Ins
  Milwaukee, WI
• 01/2016 → 12/2016
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 12/2016 → 07/2018
  Massmutual
  Saddle Brook, NJ
• 01/2017 → 07/2018
  Mml Investors Services
  Saddle Brook, NJ
• 10/2018 → Present
  New York Life Insurance Company
  Saddle Brook, NJ
• 11/2018 → Present
  Nylife Securities, Llc
  Saddle Brook, NJ
• 10/2019 → Present
  Eagle Strategies Llc
  Saddle Brook, NJ

Previous Registrations

• 2017-01-26 → 2018-07-11
  Mml Investors Services, Llc
  Saddle Brook, NJ
• 2012-05-22 → 2017-01-03
  Northwestern Mutual Investment Services, Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-18
• S63 Uniform Securities Agent State Law Examination
  2002-10-18

Other Names

• Matthew C Walker
• Matthew Walker