David Tracy Benson

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-08-03

NY RA
APPROVED

Since 2021-08-03

Branch Locations

520 Broad Hollow Road, Melville, NY 11747 • 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	Melville	NY	12/2000	Present
Hathaway-Benson Associates	Melville	NY	01/2010	11/2025
Eagle Strategies Llc	Melville	NY	12/2015	Present
Treebrook Financial Group	Melville	NY	02/2018	Present

12/2000 → Present

New York Life Insurance Co

Melville, NY
01/2010 → 11/2025

Hathaway-Benson Associates

Melville, NY
12/2015 → Present

Eagle Strategies Llc

Melville, NY
02/2018 → Present

Treebrook Financial Group

Melville, NY

Other Businesses

WHEN MY CLIENTS ARE DECLINED FOR LONG TERM CARE THROUGH NYL I BROKER NON-REGISTERED LONG TERM CARE INSURANCE TO OUTSIDE COMPANIES. [OPERATING UNDER THE DBA NAME OF TREEBROOK FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; MELVILLE, NY; START DATE: 02/2018]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-02-27

S63 Uniform Securities Agent State Law Examination

2001-02-27

Designations

View on SEC IAPD