Eugene R Lutz

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

• 08/2003 → Present
  Nylife Securities
  Melville, NY
• 10/2001 → Present
  U.S. Merchant Marine
  Kings Point, NY
• 08/2003 → Present
  New York Life Insurance Co.
  Melville, NY
• 04/2018 → Present
  Eagle Strategies Llc
  White Plains, NY

Other Businesses

[United States Merchant Marine Academy; I received a Presidential appointment to serve a two year term on the Board of Visitors of the United States Merchant Marine Academy.; 300 Steamboat Rd, Kings point, NY 11024; Start Date 01/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours;provide oversight on the state of morale and discipline, curriculum, instruction, physical equipment, fiscal affairs, and academic methods of the USMMA]

Exams

• S66 Uniform Combined State Law Examination
  2018-04-08
• S63 Uniform Securities Agent State Law Examination
  2004-08-29