Daniel Chester Capurso

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

• 03/2010 → Present
  New York Life Securities
  Melville, NY
• 03/2010 → Present
  New York Life Insurance Co
  Melville, NY
• 03/2014 → Present
  Premier Asset Solutions Inc.
  Melville, NY
• 06/2020 → Present
  Eagle Strategies Llc
  Melville, NY

Other Businesses

[BROKERING NON-REGISTERED PRODUCTS WITH OUTSIDE CARRIERS; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF PREMIER ASSET SOLUTIONS INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS:576 BROAD HOLLOW ROAD MELVILLE, NY; START DATE: 03/2014] [NOTARY PUBLIC; OFFERS NOTARY SERVICES TO THE PUBLIC. DOES NOT CHARGE ANY FEES FOR THIS SERVICE] [NYLARC Holsing Comany, Inc; Reinsuring the life insurance I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 07/2018; Role/Title: Shareholder; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-10
• S63 Uniform Securities Agent State Law Examination
  2005-06-10