Craig Doyle Nelson

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

• 01/2015 → Present
  Utica College
  Utica, NY
• 04/2015 → Present
  New York Life Insurance Company
  New Hartford, NY
• 05/2015 → Present
  Nylife Securities Llc
  New Hartford, NY
• 10/2016 → 07/2017
  Nelson Financial Group
  New Hartford, NY
• 07/2017 → Present
  Nelson & Strife Financial Group
  New Hartford, NY
• 02/2018 → Present
  Eagle Strategies Llc
  New Hartford, NY
• 01/2021 → Present
  Crystal Clear Financial Group, Llc
  New Hartford, NY

Other Businesses

[UTICA COLLEGE; NOT INVESTMENT RELATED; 1600 BURRSTONE ROAD UTICA, NY 13502; COLLEGE, EMPLOYEE/PROFESSOR; START DATE: 01/2015; 20 HOURS PER MONTH, 0 DURING TRADING HOURS; TEACH 1 CLASS A WEEK AT NIGHT IN HISTORY] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 9273 Kellogg Road, New Hartford, NY 13413; Start Date 11/2018; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF NELSON & STRIFE FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; NEW HARTFORD, NY; START DATE: 07/2017] [OPERATING UNDER THE DBA NAME OF CRYSTAL CLEAR 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; NEW HARTFORD, NY; START DATE: 01/2021]

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-05-28

Designations

• Chartered Financial Consultant