Andrew J Sanborn

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

• 03/2000 → Present
  New York Life Insurance Company
  Richmond, VA
• 11/2021 → Present
  Eagle Strategies Llc
  Glen Allen, VA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; START DATE 02/2005] [Sanborn and Associates LLC; Had to create this because I hired a part time employee and needed an LLC to pay her as a W2 employee; NYL 4435 Waterfront Drive Suite 400 Glen Allen, VA 23060; Start Date 09/2016; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Cub Scout Pack 763; Cub Scout Pack Leader. Duties are to send out the pack emails, coordinate the leadership team, and help facilitate the monthly pack meetings; 10022 Elks Pass Lane Glen Allen, VA 23060; Start Date 10/2020; Role/Title: Volunteer; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; scoutmaster] [Rental Property; Beach Condo-second home and leisure rental; 6125 Chadsworth Terrace Glen Allen, Va 23059; Start Date 07/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent][Comfort Zone Camp; Have been asked to be a Board Member for Comfort Zone Camp, a bereavement organization ; 6606 W Broad Street Suite 401 Richmond, VA 23230; Start Date 01/2026; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2021-10-19
• S63 Uniform Securities Agent State Law Examination
  2000-04-25