Cassandra Dianne Fyles Graziano

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:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
VT	RA	APPROVED	2025-12-04

VT RA
APPROVED

Since 2025-12-04

Branch Locations

Orwell, VT • 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

Organization	City	State	From	To
Castleton University	Castleton	VT	06/2013	06/2017
New York Life Insurance Co.	Colchester	VT	06/2016	Present
Nylife Securities Llc	Colchester	VT	06/2017	Present
Eagle Strategies Llc	Orwell	VT	05/2022	Present
Jcohen Financial	Orwell	VT	06/2023	Present

06/2013 → 06/2017

Castleton University

Castleton, VT
06/2016 → Present

New York Life Insurance Co.

Colchester, VT
06/2017 → Present

Nylife Securities Llc

Colchester, VT
05/2022 → Present

Eagle Strategies Llc

Orwell, VT
06/2023 → Present

Jcohen Financial

Orwell, VT

Other Businesses

[OPERATING UNDER THE DBA NAME OF JCOHEN FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (ORWELL, VT); START DATE: 06/2023]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-28
S63	Uniform Securities Agent State Law Examination	2017-07-27

S66 Uniform Combined State Law Examination

2022-04-28
S63 Uniform Securities Agent State Law Examination

2017-07-27

Other Names

Casey Fyles
Cassandra Fyles
Cassandra Diane Fyles Graziano

View on SEC IAPD