Gerard Marc St-Cyr

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

• 10/2015 → 07/2020
  Morgan Stanley Smith Barney Llc
  Sea Girt, NJ
• 01/2016 → 07/2020
  Morgan Stanley Private Bank, National Association
  New York, NY
• 07/2020 → Present
  New York Life Insurance Co.
  Saddlebrook, NJ
• 07/2020 → Present
  Nylife Securities Llc
  Saddlebrook, NJ
• 08/2020 → Present
  Eagle Strategies Llc
  Saddle Brook, NJ
• 04/2024 → Present
  Ameriwealth Financial Group, Llc
  Branch, NJ

Previous Registrations

• 2016-01-13 → 2020-07-02
  Morgan Stanley
  Sea Girt, NJ
  Red Bank, NJ

Other Businesses

[Hockey Referee; Referee for both Navesink Country Club and Red Bank Armory; 26 Sunset Ave., Long Branch, NJ 07740; start date: 01/2014; employee; fees; 4 hours per month, 0 during business hours; non-investment related] [Mount Royal Publishing - Womanity! Empowering Women of Today for Tomorrow; Author; 26 Sunset Ave., Long Branch, NJ 07740; profit; 100% owner; book about empowering women; 4 hours per month, 0 during business hours; non-investment related] [Women.Wise; Sell pins; 26 Sunset Ave., Long Branch, NJ 07740; Founder, 100% owner; start 03/2018; 2 hours per month, 0 during business hours; non-investment related] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 26 Sunset Ave., Long Branch, NJ 07740; start date 07/2020; Commissions; 5 hours per month, 5 during business hours; insurance related] [Author - My Wine Guide (made simple); Authored a wine book; 26 Sunset Ave., Long Branch, NJ 07740; start date 01/2015; Profit; 2 hours per month, 0 during business hours; non-investment related] [My Wine Guide (made simple); Presenter; wine tasting events for small groups at their homes; 26 Sunset Ave., Long Branch, NJ 07740; Fees; 1 hour per month, 0 during business hours; non-investment related] [OPERATING UNDER THE DBA NAME OF AMERIWEALTH FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BRANCH NJ; START DATE: 04/2024]

Exams

• S66 Uniform Combined State Law Examination
  2015-12-31

Other Names

• Gerard St-Cyr
• Jerry Marc St-Cyr
• Gerard Marc St-Cyr
• Gerard M St-Cyr