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David Charles Miller

Eagle Strategies LLC

Westborough, MA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-12-10
  • MA RA
    APPROVED
    Since 2024-12-10

Branch Locations

1700 West Park Drive Suite 250, Westborough, MA 01581-1786 • 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
Optima Global Search Groton MA 01/2001 06/2024
Nylife Securities Llc Westborough MA 07/2024 Present
New York Life Insurance Company Westborough MA 03/2024 Present
Eagle Strategies Llc Westborough MA 11/2024 Present
  • 01/2001 → 06/2024
    Optima Global Search
    Groton, MA
  • 07/2024 → Present
    Nylife Securities Llc
    Westborough, MA
  • 03/2024 → Present
    New York Life Insurance Company
    Westborough, MA
  • 11/2024 → Present
    Eagle Strategies Llc
    Westborough, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-22
  • S66 Uniform Combined State Law Examination
    2024-11-22
Other Names
  • David Charles Miller
  • David Miller

View on SEC IAPD

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Other Offices

GRIMES & COMPANY · WESTBOROUGH, MA
MORGAN STANLEY · Westborough, MA
LPL FINANCIAL LLC · WESTBOROUGH, MA
NEWEDGE ADVISORS · Westborough, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTBOROUGH, MA
COMMONWEALTH FINANCIAL NETWORK · Westborough, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Westborough, MA
CADENCE WEALTH MANAGEMENT LLC · WESTBOROUGH, MA

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