Susan Marie Ianniello

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

• 05/2007 → Present
  New York Life Insurance Co.
  Stratford, CT
• 02/2008 → Present
  Nylife Securities, Llc
  Stratford, CT
• 06/2022 → Present
  Eagle Strategies Llc
  Stratford, CT
• 02/2023 → Present
  Ianniello Financial Strategies, Insurance And Financial Service
  Stratford, CT

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 99 HAWLEY LANE STRATFORD CT 06614; INSURANCE BROKER; START DATE 07/2010] [NYLARC Holding Company, Inc; Re insuring the Life Insurance I write with New York Life; 51 Madison Ave. New York, NY 10010; Start Date 02/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Professional Business Association; It is a group of business owners who have formed a networking group; I will help facilitate presentations by members to showcase their business; 2494 Whitney Ave. Hamden CT 06518; Start Date 01/2020; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Ianniello Financial Strategies, Insurance and Financial Services FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; STRATFORD, CT; START DATE: 02/2023][Amity Chamber of Commerce; The Orange Chamber of Commerce is in the process of changing their name to the Amity Chamber of Commerce; 605 A Orange Center Rd, Orange CT 06477; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; promoting businesses who are members of the chamber][Wooster Square Italian Immigrant Historical Society; We seek to preserve and promote the history of the Italian immigrant experience in Wooster Square.; 515 Chapel St New Haven, CT; Start Date 05/2025; Role/Title: Director; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Volunteer my time to events. Help with planning and direction of the organization]

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-03-03

Designations

• Chartered Financial Consultant

Other Names

• Susan Marie Pires
• Susan Ianniello