Phillip Mark Grandison

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

• 08/2016 → 02/2022
  Hsbc Bank Usa National Association
  Brooklyn, NY
• 08/2016 → 02/2022
  Hsbc Securities Usa Inc.
  Brooklyn, NY
• 02/2022 → 03/2023
  Citizens Securities, Inc.
  Brooklyn, NY
• 03/2023 → 11/2024
  Citizens Securities Inc.
  Brooklyn, NY
• 11/2024 → Present
  New York Life Insurance Company
  New York, NY
• 12/2024 → Present
  Nyl Securities Llc
  New York, NY
• 02/2025 → Present
  Eagle Strategies Llc
  New York, NY

Previous Registrations

• 2023-05-02 → 2024-11-11
  Citizens Securities, Inc.
  Albany, NY
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY
  Conshohocken, PA
  Brooklyn, NY
  Brooklyn, NY
  Brooklyn, NY

Other Businesses

[Philip Grandison, Inc.; Owner; Custom Clothing Company. Tailored clothing for men and women; 251 W 30th Street Fl 6 NY NY 10001; Start date: 03/01/2023; 20 hours per month, 0 hours during securities trading hours; profit; non-investment related] [STALWARTS YOUTH; I will be working with the non- profit to provide career guidance, mentoring and mock interviews for recent graduates as well as job seekers from the community. ; 2006 E 61st street Brooklyn NY 11234; Start Date 08/2025; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-02
• S63 Uniform Securities Agent State Law Examination
  2004-10-15