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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2011-04-19
  • NJ RA
    APPROVED
    Since 2011-04-19

Branch Locations

90 N. Kings Highway, Cherry Hill, NJ 08034 • 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
OrganizationCityStateFromTo
Steele Financial Solutions Cherry Hill NJ 03/2002 Present
Nylife Securities Inc. Cherry Hill NJ 05/2002 Present
Eagle Strategies Llc Cherry Hill NJ 04/2011 Present
New York Life Insurance Company Mt Laurel NJ 02/2004 Present
  • 03/2002 → Present
    Steele Financial Solutions
    Cherry Hill, NJ
  • 05/2002 → Present
    Nylife Securities Inc.
    Cherry Hill, NJ
  • 04/2011 → Present
    Cherry Hill, NJ
  • 02/2004 → Present
    New York Life Insurance Company
    Mt Laurel, NJ
Other Businesses

[OPERATING UNDER THE DBA NAME OF STEELE FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; START DATE 03/2002; 90 NORTH KINGS HWY CHERRY HILL NJ 08034] [FUNDS OF STEELE, LLC; CO-OWNER; 90 N. KINGS HWY., CHERRY HILL, NJ 08034; INVESTMENT RELATED; ENTITY HOLDS OWNERSHIP OF HIS OFFICE BUILDING; PAY MORTGAGE/RENT; NO TIME SPENT ON ACTIVITY] [EVENTS OF STEELE; CHARITABLE ENDEAVOR; NOPHYSCIAL ADDRESS; START DATE 08/2014; ROLE/TITLE: CO FOUNDER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [SSJ Group LLC; minor league sports team.; 62 Commerce Ave SW, Suite 201 Grand Rapids, MI 49503; Start Date 11/2021; Passive Owner; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [MAD CRYPTO HOLDINGS, LLC; Private Equity Investing with BBT Advisors; 90 North Kings Highway Cherry Hill NJ 08034; Start Date 10/2021; Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Series A-ir Stevie, LLC; Air Company who focuses on carbon removal from the environment; 1363 E. Fischer Detroit, MI 48207; Start Date 08/2022; Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Wait and Sea LLC; rental property ; 2011 East Bay Terrace Ship Bottom NJ 08008; Start Date 11/2022; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [East Bay Jet Setting LLC; purchase a boat; 22 Belmont Circle Columbus, NJ 08022; Start Date 12/2023; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Life Switch; book-life and my experiences; 90 North Kings Highway Cherry Hill, NJ 08034; Start Date 05/2024; Role/Title: Owner; Not Investment Related; 10 hours per month; 1 hours per month during securities trading hours] [YI Soccer Holdings LLC; professional soccer assets; 6705 Louisburg Square Lane Charlotte, NC 28210; Start Date 09/2024; Role/Title: Passive Partner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][BIG Jet LLC; app for private jet booking service; 860 Via de La Paz, Suite F-loft, Pacific Palisades, CA 90272 ; Start Date 11/2024; Role/Title: Passive Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][BIG Drink LLC; beverage company; 860 Via de La Paz, Suite F-loft, Pacific Palisades, CA 90272 ; Start Date 11/2024; Role/Title: Passive Investor; Not Investment Related[Mudita Venture Fund II; invests in technology companies; 30300 Telegraph Road, Suite 370 Bingham Farms, Michigan 48025; Start Date 02/2025; Role/Title: Passive Investor; Investment Related][More/Less Brands, Inc; protein gummy sales; 4120 Riverview Circle Green Cove Springs, FL32043; Start Date 08/2025; Role/Title: Passive Investor; Not Investment Related; 1 hours per month][Three Lions Pioneer Sports LP ; youth soccer programs; 888 Prospect St Suite 800 La Jolla, CA 92037; Start Date 08/2025; Role/Title: Passive Investor; Not Investment Related][ Arena Talent, Inc Board of Advisors; Board of Advisor member-advising on business operations; 8 The Green #10887, Dover, DE 19901; Start Date 01/2026; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Temple ORTHOBiologics B.V.; Passive Investor; Not Investment Related][THREE LIONS RCX SPORTS, LP; Passive investor][BH Capital Fund VI LP; passive investor]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-16
S63 Uniform Securities Agent State Law Examination 2002-06-27
  • S65 Uniform Investment Adviser Law Examination
    2011-04-16
  • S63 Uniform Securities Agent State Law Examination
    2002-06-27

View on SEC IAPD

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