Brendan M Wright

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

• 06/2012 → Present
  Nylife Securities Llc
  Waltham, MA
• 05/2012 → Present
  New York Life Insurance Co
  Waltham, MA
• 10/2017 → Present
  Mcguire And Wright Financial Group Llc
  Bridgewater, MA
• 07/2021 → Present
  Eagle Strategies Llc
  Bridgewater, MA

Other Businesses

[OPERATING UNDER THE DBA NAME OF MCGUIRE AND WRIGHT 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; BRIDGEWATER, MA; START DATE: 10/2017] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;1 Lakeshore Center, Suite 202-204 Bridgewater MA 02324; Start Date 04/2018; Role/Title: Insurance Broker; Investment Related; 15 hours per month; 15 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2018; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-07
• S63 Uniform Securities Agent State Law Examination
  2013-04-22

Other Names

• Brendan Michael Wright