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Patrick William Forand

Eagle Strategies LLC

New York, NY

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
NJ RA APPROVED 2018-02-14
  • NY RA
    APPROVED
    Since 2021-08-03
  • NJ RA
    APPROVED
    Since 2018-02-14

Branch Locations

51 Madison Avenue, New York, NY 10010 • 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
OrganizationCityStateFromTo
Unemployed Basking Ridge NJ 07/2016 06/2017
New York Life Insurance Co. New York NY 06/2017 Present
Nylife Securities Llc New York NY 06/2017 Present
Eagle Strategies Llc New York NY 02/2018 Present
  • 07/2016 → 06/2017
    Unemployed
    Basking Ridge, NJ
  • 06/2017 → Present
    New York Life Insurance Co.
    New York, NY
  • 06/2017 → Present
    Nylife Securities Llc
    New York, NY
  • 02/2018 → Present
    Eagle Strategies Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-08
S63 Uniform Securities Agent State Law Examination 2015-09-10
  • S66 Uniform Combined State Law Examination
    2017-12-08
  • S63 Uniform Securities Agent State Law Examination
    2015-09-10
Other Names
  • Patrick W Forand

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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