Paul Michael Habib

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

• 03/2016 → Present
  Nylife Securities Llc
  Waltham, MA
• 03/2016 → Present
  New York Life Insurance Company
  Waltham, MA
• 12/2017 → Present
  Eagle Strategies Llc
  Waltham, MA
• 06/2020 → Present
  Prowealth, Llc
  Waltham, MA

Other Businesses

[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products ; 1175 Pittsford-Victor Road Suite 110 Pittsford, NY 14534; Start Date 01/2020; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PROWEALTH, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WALTHAM, MA; START DATE: 06/2020] [Argos Development Company LLC; Argo Development Company LLC is an investor in commercial property. They specialize in buying and potentially holding these commercial properties with the intention to sell them; 1760 REVERE BEACH PARKWAY, EVERETT, MA, 02149, USA; Start Date 02/2021; Role/Title: Investor; Investment Related; 5 hours per month; 1 hours per month during securities trading hours; My sole function is as a passive investor. I have no say in any of the projects, or business activities] [Rental Property; A house in Tennessee that is rented out on an annual basis; 906 N Maple St, Murfreesboro, TN 37130; Start Date 07/2023; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Hire a property manager and collect rent.] [NYLARC Holding Company Inc.; participate in NYLARC; 201 Jones Road, Waltham, MA 02451; Start Date 01/2024; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [GoHaYen LLC; Commercial Property rental; 2801 St Johns Bluff Road, South Suite 101 Jacksonville, Florida 32246; Start Date 04/2024; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][University Blvd Jax, LLC; commercial property; 2736 university Blvd W Jacksonville FL; Start Date 08/2024; Role/Title: Partner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor][The Handsome Men;s Club LLC; This LLC will be used to invest passively into a restaurant group, who will open a restaurant in the suburbs of Orlando Florida; 601 N 12th Street, Tampa, FL, 22602; Start Date 01/2026; Role/Title: Investor; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2017-12-04
• S63 Uniform Securities Agent State Law Examination
  2016-06-03

Other Names

• Paul Habib
• Paul Habib