Bryan W Gesualdo

Eagle Strategies LLC

Claim This Profile

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2019-01-29

MA RA
APPROVED

Since 2019-01-29

Branch Locations

201 Jones Road 5Th Floor, Waltham, MA 02451 • 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
New York Life Insurance Co	Windsor	CT	07/2014	Present
Nylife Securities Llc	Windsor	CT	01/2015	Present
Eagle Strategies Llc	Waltham	MA	01/2019	Present

07/2014 → Present

New York Life Insurance Co

Windsor, CT
01/2015 → Present

Nylife Securities Llc

Windsor, CT
01/2019 → Present

Eagle Strategies Llc

Waltham, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-12-31

S66 Uniform Combined State Law Examination

2018-12-31

View on SEC IAPD

Other Firms

MONTIS FINANCIAL, LLC

PROSPECT HILL GROWTH PARTNERS, L.P.

BALLENTINE PARTNERS

TRANSAMERICA FINANCIAL ADVISORS, LLC

CONSOLIDATED PORTFOLIO REVIEW CORP

OLD IRONSIDES ENERGY, LLC

SEAMANS CAPITAL MANAGEMENT, LLC

INTEGRATED WEALTH CONCEPTS LLC

Other Investors

Randall Krail Schaible

TIMOTHY ROBERT BROWN

DANIEL JAY TRAUB

CASANDRA ANN JOHNSON

JOHN MICHAEL YANCHEK

TUCKER PATRICK DONAHOE

Other Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA

PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA

BALLENTINE PARTNERS · WALTHAM, MA

BALLENTINE PARTNERS · WALTHAM, MA

BALLENTINE PARTNERS · Waltham, MA

BALLENTINE PARTNERS · Waltham, MA

BALLENTINE PARTNERS · Waltham, MA

BALLENTINE PARTNERS · Waltham, MA

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor