Michael Rosario Testa

Current Employers

Employment History

• 03/2015 → 03/2026
  Nylife Securities Llc
  Latham, NY
• 03/2015 → 03/2026
  New York Life Insurance Company
  Latham, NY
• 03/2015 → 03/2026
  Eagle Strategies Llc
  Latham, NY
• 07/2015 → 09/2019
  Tarella Financial Group
  Saratoga Springs, NY
• 09/2019 → 04/2021
  Tarella And Testa Financial Group
  Sratoga Springs, NY
• 04/2021 → Present
  Tailored Wealth Solutions
  Saratoga Springs, NY

Previous Registrations

• 2015-04-01 → 2026-03-20
  Eagle Strategies Llc
  Saratoga Springs, NY
  Latham, NY
• 2009-10-23 → 2015-03-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Latham, NY
• 2006-08-11 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Latham, NY
• 2006-03-13 → 2006-06-07
  Morgan Stanley Dw Inc.
  Albany, NY
  Albany, NY

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS; 30 HOURS PER MONTH; INVESTMENT RELATED] [RENTAL PROPERTY; SOLE PROPRIETORSHIP; 866 WARREN ALBANY NY 12208; 2 HOURS PER MONTH; INVESTMENT RELATED; START DATE 03/2015] [424-426 Hudson Ave LLC; Rental property; 110 Henry St. Saratoga springs NY 12866; Start Date 08/2017; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours;property at 37-39 Parkwood St Albany NY 12208 collect rent] [Upstate Rental Group LLC; Multifamily Rental Business. Invests in Apartments to provide future cash flow. 12 W. Erie St. Albany Ny 12208; 7 highland Ct Albany Ny 12203; Start Date 08/2016; Role/Title: Officer; Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [169 Myrtle LLC; Holding Corp of investment apartments; 7 Highland Ct Albany NY 12203; Start Date 01/2020; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Oversee operations] [OPERATING UNDER THE DBA NAME OF Tailored Wealth Solutions LLC dba Tailored Wealth Solutions FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; Owner; SARATOGA SPRINGS, NY; START DATE: 04/2021] [SMK Vegas Duneville LLC; Passive Real estate. An investment in a passive real estate investment; 61141 s hwy 97 #605, bend, OR 97702; Start Date 09/2021; Role/Title: Passive LP investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [10-12 Pine Street LLC; 10 unit apartment; 10-12 Pine Street Latham, NY 12110; Start Date 02/2022; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams

• S66 Uniform Combined State Law Examination
  2004-12-20