Luis F Decastro

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

• 02/2004 → Present
  New York Life Insurance Co.
  Waltham, MA
• 03/2004 → Present
  Nylife Securities Inc
  Waltham, MA
• 04/2021 → Present
  Eagle Strategies Llc
  Johnston, RI

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; start date 04/2016;investment related; insurance broker] [La Salle Academy High School; High School soccer coach at La Salle Academy high school.; 612 Academy Avenue, Providence, RI 02908; Start Date 09/2018; Role/Title: coach; Not Investment Related; 24 hours per month; 0 hours per month during securities trading hours; Coach soccer after school hours during the high school soccer season September to November] [Portugese Social Club; volunteer; non investment related; start date 2 hours per month; start date 04/2004]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-24
• S63 Uniform Securities Agent State Law Examination
  2004-03-15