Patrick Realis

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:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2010-09-16

VA RA
APPROVED

Since 2010-09-16

Branch Locations

Reston, VA • 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

Organization	City	State	From	To
Nylife Securities Llc	Vienna	VA	05/2008	Present
New York Life Insurance Company	Vienna	VA	04/2008	Present
Eagle Strategies Llc	Vienna	VA	09/2010	Present

05/2008 → Present

Nylife Securities Llc

Vienna, VA
04/2008 → Present

New York Life Insurance Company

Vienna, VA
09/2010 → Present

Eagle Strategies Llc

Vienna, VA

Other Businesses

[INSURANCE BROKERING; FIXED PRODUCT INSURANCE BROKERING.; 11246 HARBOR CT, RESTON VA 20191; START DATE 04/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-08-26
S63	Uniform Securities Agent State Law Examination	2008-09-06

S65 Uniform Investment Adviser Law Examination

2010-08-26
S63 Uniform Securities Agent State Law Examination

2008-09-06

View on SEC IAPD