Mark Musallam

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

• 11/2015 → Present
  New York Life Insurance Company
  Stockton, CA
• 12/2015 → Present
  Nylife Securities Llc
  Stockton, CA
• 04/2016 → Present
  Eagle Strategies Llc
  Stockton, CA
• 01/2026 → Present
  Everwise Financial Services & Insurance Solutions
  Roseville, CA

Previous Registrations

• 2015-09-01 → 2015-10-27
  Cuso Financial Services, L.P.
  Woodland, CA
  San Diego, CA
  West Sacramento, CA
  Woodland, CA
  Davis, CA
  Woodland, CA
• 2013-12-06 → 2015-07-06
  Cuso Financial Services, L.P.
  San Diego, CA
  Sacramento, CA
  Pasadena, CA

Other Businesses

[TimeMaker Entertainment; musical performance to include writing, recording, music videos, and either CD sales or digital streaming.; 2 Kingbird Court, Sacramento, CA 95831; Start Date 01/2024; Role/Title: Performer; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2 Kingbird Ct. Sacramento, CA 95831; Start Date 12/2025; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF EverWise Financial Services & Insurance Solutions FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ROSEVILLE CA; START DATE: 01/2026]

Exams

• S66 Uniform Combined State Law Examination
  2013-12-05
• S63 Uniform Securities Agent State Law Examination
  2005-05-12