Michael Boubert

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

• 09/1992 → Present
  New York Life Insurance Co
  New York, NY
• 07/1997 → Present
  Nylife Securities Inc.
  New York, NY
• 07/2012 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[Rental property; My wife and I are considering renting a property when we are now using it.; 154 N. Shore Blvd, East Sandwich, MA; Start Date 06/2018; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [FINRA Arbitrator; As a FINRA arbirator I would sit on a panel of industry professionals to hear disputes brought to FINRA.; 80 Harrison's Trail, Hopewell Junction, NY. 12533; Start Date 07/2019; Role/Title: Independent Contractor; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Fishkill Recreation; I coach my son's youth basketball team.; 793 NY-52, Fishkill, NY. 12524; Start Date 10/2022; Role/Title: volunteer coach; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2012-06-20
• S63 Uniform Securities Agent State Law Examination
  2001-08-29

Designations

• Chartered Financial Consultant