James Christopher Giliberto

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 Co.
  Austin, TX
• 03/2016 → Present
  Nylife Securities Llc
  Austin, TX
• 02/2025 → Present
  Eagle Strategies Llc
  Austin, TX
• 08/2025 → Present
  Wws Financial, Llc
  Austin, TX

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 6200 Bridge Point Parkway Building 4 Suite 300 Austin TX 78730; Start Date 01/2020; Role/Title: Owner; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF WWS Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; AUSTIN TX; START DATE: 08/2025]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-14
• S63 Uniform Securities Agent State Law Examination
  2020-09-28

Other Names

• Chris Giliberto
• Christopher Giliberto
• James Chrisopher Giliberto