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Andrew Michael Schaffel

Eagle Strategies LLC

Dewitt, 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_RES 2021-11-09
NY RA APPROVED 2021-08-20
  • TX RA
    APPROVED_RES
    Since 2021-11-09
  • NY RA
    APPROVED
    Since 2021-08-20

Branch Locations

5788 Widewaters Parkway, Dewitt, NY 13214 • 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 Comp. Dewitt NY 11/2006 Present
Nylife Securities, Inc Dewitt NY 11/2006 Present
Eagle Strategies Llc Dewitt NY 11/2010 Present
Crystal Clear Financial Group Llc Dewitt NY 07/2019 Present
Draggoo Financial Group Dewitt NY 10/2022 09/2024
Medicare Aligned, Llc Dewitt NY 05/2026 Present
  • 11/2006 → Present
    New York Life Insurance Comp.
    Dewitt, NY
  • 11/2006 → Present
    Nylife Securities, Inc
    Dewitt, NY
  • 11/2010 → Present
    Dewitt, NY
  • 07/2019 → Present
    Crystal Clear Financial Group Llc
    Dewitt, NY
  • 10/2022 → 09/2024
    Draggoo Financial Group
    Dewitt, NY
  • 05/2026 → Present
    Medicare Aligned, Llc
    Dewitt, NY
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 5788 Widewaters Parkway Dewitt, NY 13214; Start Date 07/2019; Role/Title: President; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CRYSTAL CLEAR FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; DEWITT, NY; START DATE: 07/2019] [CNY Estate planning council; Meet monthly and put on community programs; 431 E Lafayette St Syracuse, NY 13202; Start Date 10/2022; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; officer- charge of getting speakers for events and meetings] [Money Matters; self help book; 6135 Thunderhead lane Jamesville , Ny 13078; Start Date 01/2025; Role/Title: author; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Medicare Aligned, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; Associate; DEWITT NY; START DATE: 05/2026][Medicare Aligned LLC; Medicare Advantage and supplements; 2 Watertree drive East Syracuse, NY 13057; Start Date 04/2026; Role/Title: Partner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-20
  • S66 Uniform Combined State Law Examination
    2003-08-20
Other Names
  • Andrew Schaffel

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