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Richard Jason Schwartz

Eagle Strategies LLC

Norfolk, VA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-11-17
  • VA RA
    APPROVED
    Since 2023-11-17

Branch Locations

999 Waterside Dr. Suite 1500, Norfolk, VA 23510 • 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
OrganizationCityStateFromTo
Nylife Securities Llc Maitland FL 02/2012 06/2018
Ny Life Insurance Company Maitland FL 12/2011 Present
Nylife Securities Llc Savannah GA 06/2018 Present
Eagle Strategies Llc Savannah GA 06/2021 Present
  • 02/2012 → 06/2018
    Nylife Securities Llc
    Maitland, FL
  • 12/2011 → Present
    Ny Life Insurance Company
    Maitland, FL
  • 06/2018 → Present
    Nylife Securities Llc
    Savannah, GA
  • 06/2021 → Present
    Eagle Strategies Llc
    Savannah, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-16
S63 Uniform Securities Agent State Law Examination 2013-07-22
  • S65 Uniform Investment Adviser Law Examination
    2020-12-16
  • S63 Uniform Securities Agent State Law Examination
    2013-07-22
Other Names
  • Rich Schwartz

View on SEC IAPD

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ROSE MILLER BENNETCH
B. WISTAR MORRIS

Other Offices

COURAGE MILLER PARTNERS, LLC · NORFOLK, VA
BROWN ADVISORY · NORFOLK, VA
COURAGE KORVING MILLER PARTNERS, LLC · NORFOLK, VA
BROWN ADVISORY · NORFOLK, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Norfolk, VA
DAVENPORT & COMPANY LLC · NORFOLK, VA
FIRST COMMAND ADVISORY SERVICES · Norfolk, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Norfolk, VA

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