Benjamin Scott Hadley

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

• 07/1998 → Present
  New York Life Insurance Company
  Colchester, VT
• 09/1998 → Present
  Nylife Securities Llc
  Colchester, VT
• 11/2007 → Present
  Eagle Strategies Llc
  Colchester, VT
• 10/2001 → Present
  Hadley Financial Group
  Colchester, VT
• 01/2013 → Present
  Retirement Income Strategies
  So Burlington, VT

Other Businesses

[OPERATING UNDER THE DBA NAME OF HARDLEY FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE 10/2001] [Hadley Family Properties LLC; commercial real estate rentals. 5820-5860 Clyde Moore Drive Groveport, OH. 43125; 5795 Settler's Place Dublin, OH; Start Date 09/2023; Role/Title: Family Entity > Manager; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RETIREMENT INCOME STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; 56 WEST TWIN OAKS TERRACE, SUITE 1, SOUTH BURLINGTON, VT 05403; START DATE: 01/2013] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products.; 56 WEST TWIN OAKS TERRACE, SUITE 1, SOUTH BURLINGTON, VT 05403; Start Date 08/2017; Role/Title: Owner; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [BRW Company I, LLC; These are family trusts/LLC's which own income real estate in Columbus, Ohio. As trustee/manager, I have administrative responsibility to execute the dispositive provisions of the trusts/LLC's. I have no ownership interest.; 4585 Kenny Rd. Columbus, Ohio; Start Date 07/2020; Role/Title: Trustee/Manager; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours; work with the property mgmt. company, leasing agent, attorney, and accountant to make sure that the trusts/LLC distribute the income to our family members who are income beneficiaries.] [S.J.H. LLC; The SJH Trust is the sole member of the SJH LLC- As the trustee, I then have oversight responsibilities for the LLC, which now owns the real estate.; 4585 Kenny Rd. Columbus, OH 43220; Start Date 08/2020; Role/Title: Manager; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-04-06

Designations

• Chartered Financial Consultant

Other Names

• Benjamin Hadley