Donald A Borawski

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

• 02/2005 → Present
  New York Life Insurance Company
  San Antonio, TX
• 06/2002 → Present
  Nylife Securities Inc.
  San Antonio, TX
• 03/2008 → Present
  Eagle Strategies Corp.
  San Antonio, TX

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;8000 IH 10 West Suite 800 SAT 78230;05/2019;10 hrs per month;10 hrs during trading hrs] [PB Coaching; Pickleball Coaching. Give group or individual lessons on how to play pickleball; 230 Woodcrest San Antonio Texas 78209; Start Date 07/2022; Role/Title: Educator/Instructor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-24
• S63 Uniform Securities Agent State Law Examination
  2002-07-11