Karin Beth Feldstein

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

• 11/2012 → Present
  New York Life Insurance Co
  Saddle Brook, NJ
• 07/2013 → Present
  Nylife Securities Llc
  Saddle Brook, NJ
• 11/2019 → Present
  Eagle Strategies Llc
  Saddle Brook, NJ
• 01/2021 → 01/2026
  Persevere Wealth Strategies
  Saddle Brook, NJ
• 01/2026 → Present
  Persevere Wealth Strategies Llc
  Saddle Brook, NJ

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 250 Pehle Ave saddle brook Nj 07663; Start Date 01/2019; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PERSEVERE 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: 01/2026] [NYLARC Holding Company Inc; Reinsuring the insurance that I write with New York life; 51 Madison Ave New York NY10010; Start Date 01/2024; Role/Title: Shareholder; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-11
• S63 Uniform Securities Agent State Law Examination
  2013-09-10

Designations

• Chartered Financial Consultant