Samuel Yakubu

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

• 06/2004 → Present
  New York Life
  New York, NY
• 02/2005 → Present
  Nylife Securities Inc.
  New York, NY
• 05/2008 → Present
  Sky Brokerage Llc
  New Rochelle, NY
• 07/2008 → Present
  Sky Financial Group Llc
  New York, NY
• 11/2013 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[PROPERTY AND CASUALTY SALES; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING PROPERTY AND CASUALTY PRODUCTS; 8-10 HOURS PER WEEK] [OPERATING UNDER THE DBA NAME OF SKY BROKERAGE LLC FOR THE PURPOSE OF BROKERING PROPERTY AND CASUALTY PRODUCTS; INVESTMENT RELATED; OWNER; 511 WEBSTER AVE, NEW ROCHELLE, NY 10801; START DATE: 05/2008] [INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [OPERATING UNDER THE DBA NAME OF SKY FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 100 MAPLE STREET WYANDOTTE, MI 48192; START DATE: 03/2013]

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-03-18

Designations

• Chartered Financial Consultant