Mark Lenert

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

• 01/2002 → Present
  New York Life Insurance Company
  New York, NY
• 09/2013 → Present
  Nylife Securities Llc
  New York, NY
• 06/2016 → 01/2017
  Lenert Financial
  New York, NY
• 01/2017 → Present
  Lenert Financial Group
  New York, NY
• 09/2013 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 10/2013] [OPERATING UNDER THE DBA NAME OF LENERT FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW YORK, NY; START DATE: 01/2017] [NYLARC Holding Company Inc; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Sleepy Hollow Football Club; Coach for 2013 Boys Soccer team. run practices and coach team during games. I use local schools and fields to train and play games on; P.O. Box 795 Sleepy Hollow, NY 10591; Start Date 09/2021; Role/Title: Coach; Not Investment Related; 40 hours per month; 0 hours per month during securities trading hours] [Prep Partners Group LLC; fulfillment and logistics business. Real estate is located in New Hampshire; 49 Innovation Drive Rochester NH; Start Date 08/2021; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor] [Young Mens Lyceum Club of Tarrytown New York; Provide opportunities for men to convene, network, relax, and entertain with each other; 39 North Broadway Tarrytown New York 10591; Start Date 07/2023; Role/Title: Board Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Treasurer - make suggestions for revenue creation, review annual budget and expenses. Generate income and expense sheets to present to club members. Occasionally make deposits to the bank in the form of cash]

Exams

• S66 Uniform Combined State Law Examination
  2013-09-18
• S63 Uniform Securities Agent State Law Examination
  2002-04-05