Best Investors Account Sign in

Adam Charles Persky

Eagle Strategies LLC

New Bern, NC

Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2014-09-19
  • NC RA
    APPROVED
    Since 2014-09-19

Branch Locations

1315 South Glenburne Rd Suite D18, New Bern, NC 28562 • 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 Raleigh NC 10/2010 Present
Nylife Securities Llc Raleigh NC 10/2010 Present
Eagle Strategies Llc New Bern NC 09/2014 Present
Legacy Private Client Services Llc New Bern NC 09/2020 Present
  • 10/2010 → Present
    New York Life Insurance
    Raleigh, NC
  • 10/2010 → Present
    Nylife Securities Llc
    Raleigh, NC
  • 09/2014 → Present
    New Bern, NC
  • 09/2020 → Present
    Legacy Private Client Services Llc
    New Bern, NC
Other Businesses

[CONTRACTED COMMERCIAL PILOT FOR SIGHTSEEING, AERIAL PHOTOGRAPHY, AND FORESTRY SERVICES FIRE PATROL] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [Vandemere United Methodist Church; methodist church finance committee; 3rd and Elm Streets in Vandemere NC; Start Date 01/2015; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Eastern Carolina Aviation Heritage Foundation; This is a non-profit organization that promotes STEM training activities and aviation history for youth in the Craven and Carteret County areas of Eastern NC.; 201 Tourist Center Dr, Havelock, NC 28532; Start Date 10/2018; Role/Title: Board Member; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [Civil Air Patrol; Volunteer pilot for civil air patrol. Conducting search and rescue, disaster aid and orientation flights for new members.; Marine Corps Air Station Cherry Point, NC 28533; Start Date 07/2019; Role/Title: Volunteer Pilot; Not Investment Related; 10 hours per month; 3 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LEGACY PRIVATE CLIENT SERVICES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NEW BERN, NC; START DATE: 09/2020] [New Bern Military Alliance; Part of the local chamber of commerce. Supports the relationship of the local military bases with the local community. A non-profit group. ; 316 South Front St, New Bern, NC 28560; Start Date 01/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Voting member of the board of directors. Volunteer for activities supporting local military members and their families]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-15
S63 Uniform Securities Agent State Law Examination 2003-09-15
  • S66 Uniform Combined State Law Examination
    2014-09-15
  • S63 Uniform Securities Agent State Law Examination
    2003-09-15

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New Bern, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor