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Frank Thomas Laniecki

Eagle Strategies LLC

San Francisco, CA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2008-09-05
  • CA RA
    APPROVED
    Since 2008-09-05

Branch Locations

425 Market Street Suite 1600, San Francisco, CA 94105-2498 • 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
New York Life Insurance Company Roseville CA 08/2004 Present
Nylife Securities Inc. Roseville CA 09/2004 Present
Eagle Strategies Llc San Leandro CA 09/2008 Present
Stivers Financial And Insurance Services San Leandro CA 12/2009 Present
  • 08/2004 → Present
    New York Life Insurance Company
    Roseville, CA
  • 09/2004 → Present
    Nylife Securities Inc.
    Roseville, CA
  • 09/2008 → Present
    Eagle Strategies Llc
    San Leandro, CA
  • 12/2009 → Present
    Stivers Financial And Insurance Services
    San Leandro, CA
Other Businesses

INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-08-22
S63 Uniform Securities Agent State Law Examination 2004-11-15
  • S65 Uniform Investment Adviser Law Examination
    2008-08-22
  • S63 Uniform Securities Agent State Law Examination
    2004-11-15

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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