Xiaomao Wang

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

• 07/2010 → Present
  New York Life Insurance Company
  New York, NY
• 08/2010 → Present
  Nylife Securities Llc
  New York, NY
• 04/2024 → Present
  Hudson Financial & Insurance Services Inc
  New York, NY
• 02/2025 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 420 Lexington Avenue, 15th Floor, New York, NY 10170; Start Date: 10/2008; Role/Title: Insurance Broker; Investment related] [rental property; property rent; 42 Elton St. Brooklyn, NY; Start Date 06/2016; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Hudson Financial & Insurance Services Inc FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW YORK NY; START DATE: 04/2024]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-24
• S63 Uniform Securities Agent State Law Examination
  2007-05-17

Other Names

• Mervyn Wang