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Rachel Marie Vergari

Eagle Strategies LLC

Millstone, NJ

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-20
  • NJ RA
    APPROVED
    Since 2026-01-20

Branch Locations

221 Millstone Rd #67, Millstone, NJ 08535-9990 • 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
OrganizationCityStateFromTo
New York Life Insurance Co. Waltham MA 09/2002 Present
John Hancock Warwick RI 06/2002 01/2024
Goodstreet Wall NJ 01/2019 Present
Eagle Strategies Llc Millstone NJ 05/2022 Present
Armand Financial & Insurance Solutions Llc Millstone NJ 07/2024 Present
  • 09/2002 → Present
    New York Life Insurance Co.
    Waltham, MA
  • 06/2002 → 01/2024
    John Hancock
    Warwick, RI
  • 01/2019 → Present
    Goodstreet
    Wall, NJ
  • 05/2022 → Present
    Millstone, NJ
  • 07/2024 → Present
    Armand Financial & Insurance Solutions Llc
    Millstone, NJ
Other Businesses

[OPERATING UNDER THE DBA NAME OF GOODSTREET FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WALL, NJ; START DATE: 01/2019] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;3 Farm Glen Blvd, Farmington, CT 06032; Start Date 01/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [609 Alpine LLC; Home used for personal use and rentals. 609 Alpine Dr, Mt Holly VT 05758. I don't believe rentals started until 2020.; 3 Pheasant Run, Millstone NJ 08510; Start Date 09/2019; Role/Title: Owner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; coordinate stays and cleaning services] [VP Parties LLC dba Card My Yard; The business puts up yard signs to celebrate certain occasions, typically a Happy Birthday sign.; 3 Pheasant Run Millstone NJ 08510; Start Date 04/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive owner] [Mountaineer Holdings LLC dba Mountaineer Inn; Inn and Hotel; 270 Handle Rd, West Dover, VT 05356; Start Date 09/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect profits] [OPERATING UNDER THE DBA NAME OF ARMAND FINANCIAL & INSURANCE SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (MILLSTONE, NJ); START DATE: 07/2024][DreamCatchers Youth Foundation Inc.; An organization designed to provide support to children of life threating illnesses; 3 Pheasant Run, Millstone NJ 08510; Start Date 07/2024; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours; review applications and select children for the scholarships awarded.]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-03-05
  • S63 Uniform Securities Agent State Law Examination
    2003-03-05
Other Names
  • Rachel M Goodwin
  • Rachel Marie Goodwin

View on SEC IAPD

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