Todd L Middleton

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

• 04/2001 → Present
  New York Life
  New York, NY

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 10375 Centurion Parkway N Suite 300 Jacksonville FL 32256; Start Date 07/1998; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Reciprocal Ministries International; RMI's mission is to transform lives through church partnerships. We facilitate and are the bridge to make these successful cross-cultural partnerships work. We work with national churches to enable them and resource them for life transformation.; 5475 Lee St., Suite 301 Lehigh Acres, FL 33971; Start Date 09/2018; Role/Title: Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours; development of broad policies that govern the implementation of institutional plans and purposes.][Family Care Council Area 4; Volunteer advisory council supporting individuals with developmental disabilities and their families through advocacy, education, community outreach, and collaboration with Florida’s Agency for Persons with Disabilities.; Family Care Council Area 4 c/o Agency for Persons with Disabilities 1621 NE Waldo Road, Building 1 Gainesville, FL 3260; Start Date 08/2026; Role/Title: Officer; Not Investment Related; 7 hours per month; 3 hours per month during securities trading hours; chairperson]

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-27
• S63 Uniform Securities Agent State Law Examination
  2001-10-19