Danielle Marie Niderost

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 Co.
  Glendale, CA
• 08/2015 → Present
  Nylife Securities Llc.
  Glendale, CA
• 05/2018 → Present
  Eagle Strategies Llc
  Glendale, CA
• 08/2018 → 12/2023
  Zephyr Financial Strategies & Insurance Solutions
  Pasadena, CA
• 11/2023 → Present
  Chateau Financial Strategies & Insurance Solutions
  St Helena, CA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 801 N Brand Blvd, Penthouse, Glendale, CA 91203; Start Date 08/2018; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours OPERATING UNDER THE DBA NAME OF CHATEAU FINANCIAL STRATEGIES & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (ST HELENA, CA); START DATE: 11/2023]

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-18
• S63 Uniform Securities Agent State Law Examination
  2015-09-08

Other Names

• Danielle Niderost
• Danielle Marie Niderost
• Danielle Marie Niderost-Aqui