Yong Chen

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

• 12/2006 → Present
  New York Life Insurance Company
  Melville, NY
• 06/2007 → Present
  Nylife Securities Llc
  Melville, NY
• 03/2013 → Present
  Eagle Strategies Llc
  Brooklyn, NY

Other Businesses

[Kelly 107 Properties, Inc; Participate investment in real estate property in New York city, own the property, may sell it in the future.; 107-01 Northern Boulevard, Corona, NY 11368; Start Date 07/2015; Role/Title: Investor; Investment Related; 3 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2012-05-23
• S63 Uniform Securities Agent State Law Examination
  1997-06-02

Other Names

• Yong Chen