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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-09-01
  • PA RA
    APPROVED
    Since 2022-09-01

Branch Locations

225 West Station Square Drive Suite 300, Pittsburgh, PA 15219 • 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
City Of Duquesne Duquesne PA 05/2012 Present
New York Life Insurance Company Pittsburgh PA 02/2015 Present
Nylife Securities Llc Pittsburgh PA 08/2015 Present
Eagle Strategies Llc Pittsburgh PA 09/2022 Present
  • 05/2012 → Present
    City Of Duquesne
    Duquesne, PA
  • 02/2015 → Present
    New York Life Insurance Company
    Pittsburgh, PA
  • 08/2015 → Present
    Nylife Securities Llc
    Pittsburgh, PA
  • 09/2022 → Present
    Pittsburgh, PA
Other Businesses

[Notary Public; 6704 Hilldale Drive, Pittsburgh, PA 15236; Start Date: 12/2010; Role/Title: Notary Public; Not investment related; 12 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;225 West Station Square Drive Suite 300 Pittsburgh PA 15219; Start Date 08/2019; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Capital Realty; I run a public records search and provide results to RE company for them to evaluate potential rentals. All info is public record with no individual confidential information, the PA UJS site is used which is open and free for any person to access.; 1316 Fallowfield Ave Pittsburgh PA 15216; Start Date 07/2022; Role/Title: Independent Contractor; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty products.; 367 Mansfield Ave Pittsburgh PA 15220; Start Date 10/2023; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 5 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-22
S63 Uniform Securities Agent State Law Examination 2015-10-06
  • S65 Uniform Investment Adviser Law Examination
    2022-08-22
  • S63 Uniform Securities Agent State Law Examination
    2015-10-06
Other Names
  • Michael David Steiner

View on SEC IAPD

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