Isaac Oko Addo

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

• 10/2003 → Present
  New York Life Insurance Company
  Brooklyn, NY
• 12/2006 → Present
  Nylife Securities, Inc
  Brooklyn, NY
• 03/2026 → Present
  Eagle Strategies Llc
  Uniondale, NY

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; ONE METROTECH CENTER, BROOKLYN NY 11201; TIME DEVOTED TO THIS ACTIVITY: 5 HOURS PER MONTH; INSURANCE BROKER; INVESTMENT RELATED] [Baychester Golf Club; Founded in 1957, Baychester Golf Club is a non-profit social golf club. The club's mission is to promote the sport of golf within underserved communities in the tristate area.; PO Box 632. Bronx NY 10475; Start Date 11/2024; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; developing strategies to enhance members experience and elevate annual membership.][Sapphire R2119 Group Homes; Sapphire R2119 Group Homes is a nonprofit corporation organized to provide group home and supportive living services. Its mission includes promoting the welfare, care, and support of individuals through structured residential services.; 8 Lombardy St. Newark, NJ 07102; Start Date 05/2026; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; oversee the organization’s operations, governance, and mission fulfillment]

Exams

• S66 Uniform Combined State Law Examination
  2026-03-16
• S63 Uniform Securities Agent State Law Examination
  2007-06-01