Giovanni Lazaro Classen

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

• 09/2016 → 12/2020
  Angulo Strategies
  New York, NY
• 04/2014 → 09/2016
  Angulo Strategies
  New York, NY
• 10/2016 → 12/2020
  Nylife Securities Llc
  New York, NY
• 06/2018 → 12/2020
  Eagle Strategies Llc
  New York, NY
• 12/2020 → 11/2021
  Unemployed
  New York, NY
• 11/2021 → Present
  New York Life Insurance Company
  New York, NY
• 01/2022 → Present
  Nylife Securities Llc
  New York, NY
• 11/2024 → Present
  Eagle Strategies Llc
  New York, NY
• 07/2026 → Present
  Eyrium Wealth Strategies, Llc
  New York, NY

Previous Registrations

• 2018-07-03 → 2021-02-01
  Eagle Strategies Llc
  New York, NY

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 285 Fulton Street, 39th Floor New York, New York, 10007; Start Date 01/2024; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Eyrium Wealth Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; NEW YORK NY; START DATE: 07/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-10
• S66 Uniform Combined State Law Examination
  2018-05-04

Other Names

• Giovanni Classen
• Giovanni Lazaro Classen
• Giovanni L Classen