Neil Albert Bryson

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:

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-03-12
IN	RA	APPROVED	2013-10-09

TX RA
APPROVED

Since 2020-03-12
IN RA
APPROVED

Since 2013-10-09

Branch Locations

9921 Dupont Circle Drive West Suite 210, Fort Wayne, IN 46825 • United States

Fort Wayne, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New York Life Insurance Company	Carmel	IN	12/2002	Present
Eagle Strategies Llc	Fort Wayne	IN	10/2013	Present
Distinctive Financial Resources Llc	Fort Wayne	IN	09/2018	03/2021
Nab Realty, Inc.	Fort Wayne	IN	08/1989	Present
Nylife Securities Llc	Fort Wayne	IN	02/2003	Present

12/2002 → Present

New York Life Insurance Company

Carmel, IN
10/2013 → Present

Eagle Strategies Llc

Fort Wayne, IN
09/2018 → 03/2021

Distinctive Financial Resources Llc

Fort Wayne, IN
08/1989 → Present

Nab Realty, Inc.

Fort Wayne, IN
02/2003 → Present

Nylife Securities Llc

Fort Wayne, IN

Other Businesses

[NAB Realty, Inc.; Single use entity to own real estate; 5613 Lionel Dr FORT WAYNE, IN, 46815, USA; Start Date 08/1989; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Northeast Indiana Passenger Rail Association; Promotes projects that promote awareness of passenger rail in the Fort Wayne and northeast indiana area.; 221 W Baker St, Fort Wayne, IN 46802; Start Date 11/2021; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; General oversight as a board member. I will read their monthly statements and reports presented to the board] [Hear of Jesus Home For The Dying; Provides support for guests.; 10902 Westmore Ct, Fort Wayne, IN 46845; Start Date 05/2023; Role/Title: Officer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; vice president] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 9921 Dupont Circle Dr W #210, Fort Wayne, IN 46825; Start Date 03/2026; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 2 hours per month during securities trading hours; Operation of my insurance business as the single member]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-09-25
S63	Uniform Securities Agent State Law Examination	2002-06-25

S66 Uniform Combined State Law Examination

2013-09-25
S63 Uniform Securities Agent State Law Examination

2002-06-25

Designations

Chartered Financial Consultant

Other Names

Neil Albert Bryson

View on SEC IAPD