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Boaz Gerthe Pierre

Eagle Strategies LLC

Melville, 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 2025-01-10
  • NY RA
    APPROVED
    Since 2025-01-10

Branch Locations

1660 Walt Whitman Road, Melville, NY 11747 • 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
New York Life Insurance Company Melville NY 10/2015 Present
Nylife Securities Llc Melville NY 04/2016 Present
Eagle Strategies Llc Melville NY 01/2025 Present
  • 10/2015 → Present
    New York Life Insurance Company
    Melville, NY
  • 04/2016 → Present
    Nylife Securities Llc
    Melville, NY
  • 01/2025 → Present
    Melville, NY
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1660 Walt Whitman Road Melville, NY 11747; Start Date 08/2022; Role/Title: Independent Contractor; Investment Related; 5 hours per month; 5 hours per month during securities trading hours; Selling insurance products offered by other carriers.]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-30
S63 Uniform Securities Agent State Law Examination 2021-07-09
  • S65 Uniform Investment Adviser Law Examination
    2024-12-30
  • S63 Uniform Securities Agent State Law Examination
    2021-07-09
Other Names
  • Boaz G Pierre

View on SEC IAPD

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