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Wendy Ruth Aimola

Eagle Strategies LLC

Waltham, MA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-10-01
MA RA APPROVED 2018-06-18
  • ME RA
    APPROVED
    Since 2025-10-01
  • MA RA
    APPROVED
    Since 2018-06-18

Branch Locations

201 Jones Road 5Th Floor, Waltham, MA 02451 • 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
Nylife Securities Llc Waltham MA 12/2015 Present
New York Life Insurance Company Waltham MA 11/2015 Present
Eagle Strategies Llc Waltham MA 06/2018 Present
  • 12/2015 → Present
    Nylife Securities Llc
    Waltham, MA
  • 11/2015 → Present
    New York Life Insurance Company
    Waltham, MA
  • 06/2018 → Present
    Waltham, MA
Other Businesses

[TWO AM LLC; 174 PLANTATION CIRCLE, NORWOOD MA; START DATE 07/2006; ROLE/TITLE OWNER; NON INVESTMENT RELATED; NOVELTY T SHIRT ACCESSORY BUSINESS-HUSBAND'S BAND ACTIVITY; 1 HOUR PER MONTH] [DIRECT FEDERAL CREDIT UNION; SUPERVISORY COMMITTEE-AUDIT REVIEW; BOARD MEMBER; INVESTMENT RELATED; 50 Cabot Street, Needham MA 02494;; START DATE 12/2015; 2 HOURS PER MONTH NONE DURING SECURITIES HOURS] [Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products; 201 Jones Rd, 5th Floor, Waltham, MA 02451; Start Date 01/2019; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Charley's Angels Pet Initiative; Charitable organization that collects donations of pet food and supplies to distribute to those in need. ; 64 Leno Ave, Norwood MA 02062; Start Date 07/2023; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-04
S63 Uniform Securities Agent State Law Examination 2016-03-25
  • S65 Uniform Investment Adviser Law Examination
    2018-06-04
  • S63 Uniform Securities Agent State Law Examination
    2016-03-25
Other Names
  • Wendy Ruth Mackenzie

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