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Christopher Neal Alderson

Eagle Strategies LLC

Williamsville, NY

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-03
NY RA APPROVED 2023-08-03
  • TX RA
    APPROVED
    Since 2026-01-03
  • NY RA
    APPROVED
    Since 2023-08-03

Branch Locations

6700 Main Street, Williamsville, NY 14221 • 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
Massachusetts Mutual Life Amherst NY 07/2016 02/2017
Alderson & Gersitz Agency, Inc Williamsville NY 05/2002 Present
New York Life Insurance Company Williamsville NY 03/2017 12/2022
Nylife Securities, Llc Williamsville NY 04/2017 12/2022
Eagle Strategies Llc Williamsville NY 09/2017 12/2022
Roi Financial Group Williamsville NY 11/2017 Present
Nylife Securities Llc Williamsville NY 06/2023 Present
Eagle Strategies Llc Williamsville NY 08/2023 Present
  • 07/2016 → 02/2017
    Massachusetts Mutual Life
    Amherst, NY
  • 05/2002 → Present
    Alderson & Gersitz Agency, Inc
    Williamsville, NY
  • 03/2017 → 12/2022
    New York Life Insurance Company
    Williamsville, NY
  • 04/2017 → 12/2022
    Nylife Securities, Llc
    Williamsville, NY
  • 09/2017 → 12/2022
    Williamsville, NY
  • 11/2017 → Present
    Roi Financial Group
    Williamsville, NY
  • 06/2023 → Present
    Nylife Securities Llc
    Williamsville, NY
  • 08/2023 → Present
    Williamsville, NY
Previous Registrations
Other Businesses

[ Alderson & Gersitz Agency, Inc dba Promark Associated Agencies, Inc; Investment related- No; 6470 Main St, Ste #2, Williamsville, NY 14221; Nature- P&C Agency; Officer; Start date- 01/2004; 5 Hours per month; some management, reporting and bookkeeping assistance] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Investment related; 7 Limestone Drive, Williamsville, NY 14221; Insurance broker; Start date- 03/2017; 5 Hours/month] [OPERATING UNDER THE DBA NAME OF ROI FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WILLIAMSVILLE, NY; START DATE: 11/2017] [Property and Casualty Sales; I have a PC & BR property/casualty license; 7 Limestone Dr. Williamsville, NY 14221; Start Date 07/2021; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-02-24
  • S63 Uniform Securities Agent State Law Examination
    2003-02-24
Designations
Other Names
  • Christopher Alderson

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