Heidi L Tiong

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

• 12/2015 → Present
  New York Life Insurance Company
  Brooklyn, NY
• 02/2017 → Present
  Nylife Securities Llc
  Brooklyn, NY
• 03/2024 → Present
  Hudson Financial & Insurance Services, Inc.
  Brooklyn, NY
• 05/2024 → Present
  Eagle Strategies Llc
  Brooklyn, NY

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 6405 7th Ave, Floor 1, Brooklyn, NY 11220; Start Date 02/2023; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 4 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Hudson Financial & Insurance Services, Inc. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BROOKLYN NY; START DATE: 03/2024]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-07-13
• S63 Uniform Securities Agent State Law Examination
  2017-07-11

Designations

• Chartered Financial Consultant