Brian Paul Keigan

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

Authority	Category	Status	Date
TX	RA	APPROVED	2026-01-22
MA	RA	APPROVED	2023-10-12
CT	RA	APPROVED	2021-05-25

TX RA
APPROVED

Since 2026-01-22
MA RA
APPROVED

Since 2023-10-12
CT RA
APPROVED

Since 2021-05-25

Branch Locations

Bloomfield, CT • United States

351 Pleasant St Suite D, Northampaton, MA 01060-3998 • 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

Organization	City	State	From	To
Park Avenue Securities	Farmington	CT	05/2005	03/2021
Guardian Life Insurance Company	Farmington	CT	12/2004	03/2021
Cfs Hartford Llc (Mw Financial Group)	Farmington	CT	03/2005	03/2021
New York Life Insurance Co	Windsor	CT	03/2021	06/2021
Nylife Securities Llc	Windsor	CT	04/2021	06/2021
Eagle Strategies Llc	Windsor	CT	05/2021	Present
New York Life Insurance Co	Bloomfield	CT	06/2021	Present
Nylife Securities Llc	Bloomfield	CT	06/2021	Present
Executive Financial Solutions Group, Llc	Bloomfield	CT	07/2021	Present
Amazon	Manchester	CT	05/2022	01/2024
Ostberg & Associates Financial Services And Insurance	Northampton	MA	08/2023	Present

05/2005 → 03/2021

Park Avenue Securities

Farmington, CT
12/2004 → 03/2021

Guardian Life Insurance Company

Farmington, CT
03/2005 → 03/2021

Cfs Hartford Llc (Mw Financial Group)

Farmington, CT
03/2021 → 06/2021

New York Life Insurance Co

Windsor, CT
04/2021 → 06/2021

Nylife Securities Llc

Windsor, CT
05/2021 → Present

Eagle Strategies Llc

Windsor, CT
06/2021 → Present

New York Life Insurance Co

Bloomfield, CT
06/2021 → Present

Nylife Securities Llc

Bloomfield, CT
07/2021 → Present

Executive Financial Solutions Group, Llc

Bloomfield, CT
05/2022 → 01/2024

Amazon

Manchester, CT
08/2023 → Present

Ostberg & Associates Financial Services And Insurance

Northampton, MA

Previous Registrations

2007-01-03 → 2021-04-09

Park Avenue Securities Llc

Farmington, CT

Farmington, CT

Other Businesses

[OPERATING UNDER THE DBA NAME OF EXECUTIVE FINANCIAL SOLUTIONS GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; OWNER; BLOOMFIELD, CT; START DATE: 07/2021] [OPERATING UNDER THE DBA NAME OF Ostberg & Associates Financial Services and Insurance FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; NORTHAMPTON MA; START DATE: 08/2023]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-12-07
S63	Uniform Securities Agent State Law Examination	2005-04-12

S65 Uniform Investment Adviser Law Examination

2006-12-07
S63 Uniform Securities Agent State Law Examination

2005-04-12

Designations

Personal Financial Specialist

Other Names

Brian Keigan
Brian P Keigan

View on SEC IAPD