Mark T Stecker

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

• 03/2004 → Present
  New York Life Insurance Company
  Pittsburgh, PA
• 09/2004 → Present
  Nylife Securities Llc
  Pittsburgh, PA
• 01/2018 → Present
  Eagle Strategies Llc
  Washington, PA

Other Businesses

INSURANCE BROKER / PAID BY COMMISSIONS [Washington Youth Baseball; Coaching a shetland baseball team; P.O. Box 851 Washington, Pa 15301; Start Date 04/2019; Role/Title: Volunteer; Not Investment Related; 15 hours per month; 0 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-07-27

Designations

• Certified Financial Planner