S. Paulina Lee Nemec

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

• 12/2002 → Present
  New York Life Insurance Company
  Bethesda, MD
• 12/2002 → Present
  Nylife Securities Inc
  Bethesda, MD

Previous Registrations

• 1997-08-23 → 2002-11-21
  Ameriprise Financial Services, Llc
  Towson, MD

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; 10901 Tompkins Way Woodstock, MD 21163; Start Date 01/2019; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [CURED/18th & 21st, LLC; Restaurant; 10980 GrantChester Way Columbia, MD 21044; Start Date 01/2018; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Gilchrist Hospice Care Inc; Hospice care faciilty; 11311 Mccormick Road Suite 350 Hunt Valley, MD 21031; Start Date 04/2021; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 1 hours per month during securities trading hours; Volunteer at the facility (baking cookies, etc.). volunteer at the annual fundraising events] [Rental property- Ocean City, MD ; Capri condo rental. Beach rental property; 11000 coastal hwy #2017. Ocean City, MD 21842; Start Date 02/2024; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-03
• S63 Uniform Securities Agent State Law Examination
  1997-06-11

Other Names

• Soonyoung Paulina Lee
• Soonyoung Paulina Lee