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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-06 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
1660 Walt Whitman Road, Melville, NY 11747-5002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Melville | NY | 02/2000 | Present |
| Nylife-Eagle Strategies | Melville | NY | 01/2005 | Present |
| Premier Asset Solutions Inc | Melville | NY | 03/2023 | Present |
[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; COMMISSIONS] INVESTMENT ADVISOR REP AFFILIATED WITH EAGLE STRATEGIES LLC [OPERATING UNDER THE DBA NAME OF PREMIER ASSET SOLUTIONS INC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (MELVILLE, NY); START DATE: 03/2023]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-25 |
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