Adam Charles Persky

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

• 10/2010 → Present
  New York Life Insurance
  Raleigh, NC
• 10/2010 → Present
  Nylife Securities Llc
  Raleigh, NC
• 09/2014 → Present
  Eagle Strategies Llc
  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

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