Gerald Henry Lorey

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:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2013-09-10
LA	RA	APPROVED	2012-10-01

TX RA
APPROVED

Since 2013-09-10
LA RA
APPROVED

Since 2012-10-01

Branch Locations

708 N Ashley Ridge Loop Ste 113, Shreveport, LA 71106 • 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

Organization	City	State	From	To
New York Life Ins Co	Shreveport	LA	04/2004	Present
Nylife Securities	Shreveport	LA	09/2004	Present
Eagle Strategies Llc	Shreveport	LA	10/2012	Present
The Summit Group, Llc	Shreveport	LA	08/2013	Present
Southern Loops Fitness Llc	Shreveport	LA	01/2017	Present
The Lorey Group, Llc D/B/A The Lorey Group	Shreveport	LA	10/2022	Present

04/2004 → Present

New York Life Ins Co

Shreveport, LA
09/2004 → Present

Nylife Securities

Shreveport , LA
10/2012 → Present

Eagle Strategies Llc

Shreveport, LA
08/2013 → Present

The Summit Group, Llc

Shreveport, LA
01/2017 → Present

Southern Loops Fitness Llc

Shreveport, LA
10/2022 → Present

The Lorey Group, Llc D/B/A The Lorey Group

Shreveport, LA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 9/7007] [OPERATING UNDER THE DBA NAME OF THE SUMMIT GROUP, LLC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SHREVEPORT, LA 71105; START DATE: 08/2013] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 10/2010; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF THE LOREY GROUP, LLC D/B/A THE LOREY GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SHREVEPORT, LA; START DATE: 10/2022] [Lorey Interests, LLC; I purchased property to possibly develop at some future date.; 10690 Goldsberry Rd., Shreveport, LA 71106; Start Date 12/2022; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-09-21
S63	Uniform Securities Agent State Law Examination	2008-09-05

S65 Uniform Investment Adviser Law Examination

2012-09-21
S63 Uniform Securities Agent State Law Examination

2008-09-05

Other Names

Jerry H. Lorey

View on SEC IAPD