Gregory Rivine

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

• 12/2015 → Present
  Nylife Securities, Llc
  Houston, TX
• 11/2015 → Present
  New York Life Ins.
  Houston, TX
• 05/2016 → Present
  Eagle Strategies Llc
  Houston, TX

Previous Registrations

• 2012-06-19 → 2012-12-31
  Pruco Securities, Llc.
  Forest Hills, NY

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 7906 Audley Str., Apt. 9303, Houston TX 77098; 20 hours per month; investment related; insurance broker; start date 10/2015] [Cryptocurrency investment; Purchase some of current crypto offerings, for personal investment account; 3706 Audley St. , #9303 Houston TX 77098; Start Date 05/2021; Role/Title: Investor; Investment Related; 10 hours per month; 6 hours per month during securities trading hours; passive investor]

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-08
• S63 Uniform Securities Agent State Law Examination
  2007-01-08

Designations

• Chartered Financial Consultant

Other Names

• Gregory Ilyich Rivine