Matthew Neil Pomerantz

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

• 04/2012 → Present
  New York Life Insurance Company
  New York, NY
• 04/2012 → Present
  Nylife Securities Llc
  New York, NY
• 04/2013 → Present
  Dba- Miller-Pomerantz Insurance And Financial Services
  New York, NY
• 07/2018 → Present
  Eagle Strategies Llc
  New York, NY
• 08/2020 → Present
  Lenert Financial Group
  New York, NY

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 120 Broadway 29th Floor New York, NY 10271; Start Date 01/2013; Role/Title: Insurance Broker; Investment Related; 40 hours per month; 30 hours per month during securities trading hours] OPERATING UNDER THE DBA NAME OF MILLER-POMERANTZ INSURANCE AND FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES, INVESTMENT RELATED,ASSOCIATE, 120 BROADWAY 29TH FLOOR NEW YORK, NY 10271, START DATE: 4/16/13 [OPERATING UNDER THE DBA NAME OF LENERT FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NEW YORK, NY; START DATE: 08/2020]

Exams

• S66 Uniform Combined State Law Examination
  2018-06-28
• S63 Uniform Securities Agent State Law Examination
  2011-11-10

Other Names

• Matthew Pomerantz