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William Joseph Terry

Eagle Strategies LLC

Waltham, MA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-01-04
  • MA RA
    APPROVED
    Since 2013-01-04

Branch Locations

201 Jones Road 5Th Floor, Waltham, MA 02451 • 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
New York Life Insurance Co. Waltham MA 05/1996 Present
Nylife Securities Inc. Waltham MA 05/1996 Present
Eagle Strategies Llc Waltham MA 12/2012 Present
  • 05/1996 → Present
    New York Life Insurance Co.
    Waltham, MA
  • 05/1996 → Present
    Nylife Securities Inc.
    Waltham, MA
  • 12/2012 → Present
    Eagle Strategies Llc
    Waltham, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-08-20
  • S63 Uniform Securities Agent State Law Examination
    1996-08-20
Other Names
  • Bill Terry

View on SEC IAPD

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