Zachary Levi Bressick

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

• 11/2014 → Present
  New York Life Insurance Company
  Santa Rosa, CA
• 09/2016 → Present
  Nylife Securities Llc
  Santa Rosa, CA
• 01/2022 → Present
  Eagle Strategies Llc
  Santa Rosa, CA

Other Businesses

[Leadership Santa Rosa ALumni Association; 50 Old Courthouse Square #110, Santa Rosa CA 95404; Start Date 03/2019; Role/Title: Member; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 321 College Avenue, Santa Rosa CA 95401; Start Date 06/2020; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [The Zones; being a board member of the nonprofit organization; 1011 Hahman Dr, Santa Rosa CA 95405; Start Date 11/2022; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Be a voice for the organization in the community ensuring people know what is available to them as a deserving families. supplying good will and faith as a local community member myself.]

Exams

• S66 Uniform Combined State Law Examination
  2021-12-21
• S63 Uniform Securities Agent State Law Examination
  2017-03-28

Other Names

• Zachary L Bressick