Ian A Lovegrove

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

• 09/2006 → 04/2022
  Hennion & Walsh, Inc.
  Parsippany, NJ
• 04/2022 → 06/2023
  First Republic Securities Company, Llc
  New York, NY
• 04/2022 → 06/2023
  First Republic Investment Management, Inc.
  New York, NY
• 06/2023 → 03/2024
  Unemployed
  Hardyston, NJ
• 03/2024 → Present
  New York Life
  White Plains, NY
• 04/2024 → Present
  Nylife Securities Llc
  White Plains, NY
• 05/2024 → Present
  Eagle Strategies Llc
  White Plains, NY

Previous Registrations

• 2022-04-29 → 2023-06-22
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
• 2011-01-06 → 2022-05-06
  Hennion & Walsh Asset Management, Inc.
  Parsippany, NJ
• 2005-08-02 → 2006-07-26
  Chase Investment Services Corp.
  Parsippany, NJ
  Chicago, IL
• 2004-09-07 → 2005-07-08
  Morgan Stanley Dw Inc.
  Morristown, NJ

Exams

• S66 Uniform Combined State Law Examination
  2011-02-17