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Jose Andres Albornoz

Eagle Strategies LLC

Painesville, OH

New York, NY

CRD 6448888

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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:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-09-22
  • OH RA
    APPROVED
    Since 2022-09-22

Branch Locations

Painesville, OH • United States

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Co Lakewood OH 01/2015 Present
Nylife Securities Llc Cleveland OH 04/2021 Present
Eagle Strategies Llc Cleveland OH 09/2022 Present
  • 01/2015 → Present
    New York Life Insurance Co
    Lakewood, OH
  • 04/2021 → Present
    Nylife Securities Llc
    Cleveland, OH
  • 09/2022 → Present
    Eagle Strategies Llc
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-31
S63 Uniform Securities Agent State Law Examination 2021-06-07
  • S65 Uniform Investment Adviser Law Examination
    2022-08-31
  • S63 Uniform Securities Agent State Law Examination
    2021-06-07
Other Names
  • Andres Albornoz
  • Jose Andres Albornoz Cuervo
  • Jose A Albornoz

View on SEC IAPD

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