Matthew Ross Amelio

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

• 02/2012 → Present
  New York Life Insurance Company
  Saddle Brook, NJ
• 12/2012 → Present
  Nylife Securities Llc
  Saddle Brook, NJ
• 08/2015 → Present
  M.R.A. Financial Group Llc
  Saddle Brook, NJ
• 10/2023 → Present
  Eagle Strategies Llc
  Saddle Brook, NJ
• 10/2024 → Present
  Nexus Wealth Strategies Llc
  Saddle Brook, NJ

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; 250 PEHLE AVENUE SUITE 900 SADDLE BROOK, NJ 07663; START DATE 07/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 2 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: COMMISSIONS] [OPERATING UNDER THE DBA NAME OF M.R.A. FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SADDLE BROOK, NJ; START DATE: 08/2015] [OPERATING UNDER THE DBA NAME OF NEXUS WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (SADDLE BROOK, NJ); START DATE: 10/2024]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-30
• S63 Uniform Securities Agent State Law Examination
  2023-08-23