Richa Sadana

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

• 05/2026 → Present
  Eagle Strategies Llc
  Miami, FL
• 04/2017 → Present
  Nylife Securities Llc
  Miami, FL
• 01/2017 → Present
  New York Life Insurance Co
  Miami, FL
• 12/2016 → 01/2017
  Unemployed
  Miami, FL
• 08/2016 → 11/2016
  Mauricewutshcer Llp
  Miami, FL
• 04/2019 → Present
  Mahoney Financial Organization, Llc
  Miami, FL

Other Businesses

[Dixie Real Estate, LLC; Purchase real estate properties as investments; 6943 Oak Forest Drive, Olive Branch, MS 38654; Start Date 02/2019; Role/Title: Member; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5805 Blue Lagoon Drive Suite 310, Miami, FL 33126; Start Date 03/2020; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; 5805 Blue Lagoon Drive Suite 310, Miami, FL 33126; START DATE: 04/2019] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-05-08

Designations

• Chartered Financial Consultant