Miguel Usban Delgado Rivero

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

• 05/2016 → Present
  New York Life Insurance Company
  Houston, TX
• 07/2016 → Present
  Nylife Securities Llc
  Houston, TX
• 09/2018 → Present
  Eagle Strategies Llc
  Houston, TX

Other Businesses

[Insurance Brokering; Agent to be appointed with various insurance agents for the purpose of brokering non-registered insurance products; 3200 Southwest Freeway, Suite 1900 Houston TX 77027; Start Date 02/2020; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2018-09-12
• S63 Uniform Securities Agent State Law Examination
  2016-10-31

Other Names

• Miguel Usban Delgado