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Vanessa Lynn Simon

Eagle Strategies LLC

New York, NY

Brooklyn, NY

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-04-30
  • NY RA
    APPROVED
    Since 2025-04-30

Branch Locations

51 Madison Avenue, New York, NY 10010 • United States

Brooklyn, NY • 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 Nyc NY 12/2001 Present
Nylife Securities Inc New York NY 01/2002 Present
Eagle Strategies Llc New York NY 04/2025 Present
  • 12/2001 → Present
    New York Life Insurance Company
    Nyc, NY
  • 01/2002 → Present
    Nylife Securities Inc
    New York, NY
  • 04/2025 → Present
    Eagle Strategies Llc
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-29
S65 Uniform Investment Adviser Law Examination 2025-03-29
  • S63 Uniform Securities Agent State Law Examination
    2025-04-29
  • S65 Uniform Investment Adviser Law Examination
    2025-03-29

View on SEC IAPD

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