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Stephen J Woodard

Eagle Strategies LLC

Albany, NY

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-03
NY RA APPROVED 2021-08-03
  • TX RA
    APPROVED
    Since 2026-01-03
  • NY RA
    APPROVED
    Since 2021-08-03

Branch Locations

5 Washington Square First Floor, Albany, NY 12205 • 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
OrganizationCityStateFromTo
Nylife Securities Llc Latham NY 08/2011 Present
Eagle Strategies Llc Albany NY 09/2011 Present
The Dibella Financial Group, Llc Albany NY 06/2005 Present
Brown & Fitzgerald, Llc Latham NY 03/2016 04/2020
Eagle Strategies Llc Albany NY 03/2020 Present
  • 08/2011 → Present
    Nylife Securities Llc
    Latham, NY
  • 09/2011 → Present
    Eagle Strategies Llc
    Albany, NY
  • 06/2005 → Present
    The Dibella Financial Group, Llc
    Albany, NY
  • 03/2016 → 04/2020
    Brown & Fitzgerald, Llc
    Latham, NY
  • 03/2020 → Present
    Eagle Strategies Llc
    Albany, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-05-22
  • S63 Uniform Securities Agent State Law Examination
    2004-05-22
Designations
Other Names
  • Stephen Woodard

View on SEC IAPD

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MICHAEL STEPHEN SHAPIRO
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RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

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