Best Investors Account Sign in
Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-01-07
  • NY RA
    APPROVED
    Since 2024-01-07

Branch Locations

51 Madison Avenue, New York, NY 10010 • 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
Nylife Securities Inc. Melville NY 05/1996 Present
New York Life Insurance Company Southfield MI 08/2005 Present
Eagle Strategies New York NY 02/2004 Present
Eagle Strategies Llc Sleepy Hollow NY 04/2012 Present
Nylife Distributors Jersey City NJ 06/2023 Present
  • 05/1996 → Present
    Nylife Securities Inc.
    Melville, NY
  • 08/2005 → Present
    New York Life Insurance Company
    Southfield, MI
  • 02/2004 → Present
    Eagle Strategies
    New York, NY
  • 04/2012 → Present
    Sleepy Hollow, NY
  • 06/2023 → Present
    Nylife Distributors
    Jersey City, NJ
Previous Registrations
Other Businesses

[Town of Cortlandt Lacrosse Club; board member-support both the High School and youth program.; 18 Cross Road Cortland Manor NY 10567; Start Date 05/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; resource for helping the coaches in the youth program develop plan to help the kids keep engaged with the sport] Hendrick Hudson School District; 61 Trolley Road Montrose, NY, 10548; not investment related; Volunteer Coach; 15 hours per month not during normal business hours.[Hendrick Hudson Community Educational Foundation ; The Foundation shall encourage members of the Hendrick Hudson Community to contribute financial resources for supporting our community commitment to education., support the development in all area of education..; 2166 Albany Post Road Montrose, NY, 10548; Start Date 05/2026; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; help fund raise and provide direction for the decisions on what programs the funds should be allocated to within the school district][ Hendrick Hudson Varsity Lacrosse Team ; Assistant Varsity Lacrosse Coach; 2166 Albany Post Road Montrose NY 10548; Start Date 05/2026; Role/Title: Volunteer; Not Investment Related; 16 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-18
S63 Uniform Securities Agent State Law Examination 1996-07-24
  • S66 Uniform Combined State Law Examination
    2003-11-18
  • S63 Uniform Securities Agent State Law Examination
    1996-07-24
Other Names
  • Richard Paul Simonetti

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor