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Peter Lanza

Eagle Strategies LLC

Wayne, PA

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-12-13
NJ RA APPROVED 2021-01-19
  • PA RA
    APPROVED
    Since 2024-12-13
  • NJ RA
    APPROVED
    Since 2021-01-19

Branch Locations

595 E. Swedesford Road Suite 300, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nyl Insurance Company Edison NJ 07/2014 Present
Nylife Securities Llc Edison NJ 09/2014 Present
Lanza Financial Strategies Wall NJ 01/2017 03/2018
Eagle Strategies Llc Wall NJ 01/2021 Present
  • 07/2014 → Present
    Nyl Insurance Company
    Edison, NJ
  • 09/2014 → Present
    Nylife Securities Llc
    Edison, NJ
  • 01/2017 → 03/2018
    Lanza Financial Strategies
    Wall, NJ
  • 01/2021 → Present
    Eagle Strategies Llc
    Wall, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-16
S63 Uniform Securities Agent State Law Examination 2014-10-15
  • S65 Uniform Investment Adviser Law Examination
    2020-12-16
  • S63 Uniform Securities Agent State Law Examination
    2014-10-15
Other Names
  • Peter John Lanza

View on SEC IAPD

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