Adam Cameron Tolliver

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

• 06/2016 → Present
  Nylife Securities Llc
  Atlanta, GA
• 01/2016 → Present
  New York Life Insurance Company
  Atlanta, GA
• 09/2019 → Present
  Artisan Financial Strategies, Llc
  Alpharetta, GA
• 09/2019 → Present
  Eagle Strategies Llc
  Atlanta, GA

Other Businesses

[Atlanta SMART Academy; Atlanta SMART Academy is a proposed Charter School for middle school aged students in Southwest Atlanta, GA.; Not yet established; Start Date 08/2018; Role/Title: Board Member; Not Investment Related; 20 hours per month; 5 hours per month during securities trading hours; Budget projections and planning and community partnership strategy] [OPERATING UNDER THE DBA NAME OF ARTISAN FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ALPHARETTA, GA; START DATE: 09/2019] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;1125 Cambridge Square Alpharetta, GA; Start Date 10/2020; Role/Title: Partner; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [A. Tolliver Enterprises LLC; Business Entity created for tax and legal structure for operating primary New York Life and Insurance Brokerage business.; 1125 Cambridge Square Suite C Alpharetta, GA 30009; Start Date 01/2022; Role/Title: Owner; Investment Related; 160 hours per month; 130 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2019-09-20
• S63 Uniform Securities Agent State Law Examination
  2016-12-01

Other Names

• Adam C Tolliver