Sarah Lina Smith

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 → Present
  Nylife Securities Llc
  Maitland, FL
• 02/2016 → Present
  New York Life Insurance Company
  Maitland, FL
• 06/2020 → Present
  Eagle Strategies Llc
  Daytona, FL

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; 110 N. Phoenixville Pike, Suite 200 Malvern, PA 19355; Start Date 03/2020; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-06-03
• S63 Uniform Securities Agent State Law Examination
  2018-08-06

Other Names

• Sarah Lina Mcallister