Michael Edward Shain

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

• 04/2015 → Present
  New York Life Insurance Company
  Denver, CO
• 07/2015 → Present
  Nylife Securities Llc
  Denver, CO
• 01/2024 → Present
  Eagle Strategies Llc
  Reno, NV

Other Businesses

[NAIFA ; Board Position. NAIFA serves financial and insurance professionals in the local community. I will be supporting the Northern Nevada NAIFA organization in helping them grow their presence here.; 9187 W. Flamingo Rd. Suite 110 Las Vegas NV 89147; Start Date 03/2024; Role/Title: Board Member; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Truckee Meadows Tomorrow; TMT is a board that serves Northern Nevada and is a data hub for economic statistics in Nevada. They look to create more accurate economic impacts in the community through statistics and guidance.; PO BOX 20664 Reno, NV 89515; Start Date 05/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours; help with driving community outreach for the non-profit as well helping with the finding data on the local economy]

Exams

• S66 Uniform Combined State Law Examination
  2023-12-16
• S63 Uniform Securities Agent State Law Examination
  2015-08-25