Angelantonio Freda

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
TX	RA	APPROVED_RES	2025-09-04
CT	RA	APPROVED	2021-11-23
NY	RA	APPROVED	2021-08-03
NJ	RA	APPROVED	2011-05-24

TX RA
APPROVED_RES

Since 2025-09-04
CT RA
APPROVED

Since 2021-11-23
NY RA
APPROVED

Since 2021-08-03
NJ RA
APPROVED

Since 2011-05-24

Branch Locations

Easton, CT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Eagle Strategies Llc	New York	NY	05/2011	Present
New York Life Insurance Company	New York	NY	12/2004	Present
Nylife Securities	New York	NY	03/2005	Present
Freda Financial Services	New York	NY	04/2008	Present

05/2011 → Present

Eagle Strategies Llc

New York, NY
12/2004 → Present

New York Life Insurance Company

New York, NY
03/2005 → Present

Nylife Securities

New York , NY
04/2008 → Present

Freda Financial Services

New York, NY

Other Businesses

[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS DBA FREDA FINANCIAL SERVICES] [OPERATING UNDER THE DBA NAME OF FREDA FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 36 MEADOW RIDGE DRIVE EASTON, CT 06612; START DATE: 04/2008] [Ilium Stables, LLC; Horse training, racing and breeding; 500 E 85th Street #21B New York, NY 10028; Start Date 09/2018; Role/Title: Owner; Not Investment Related; 20 hours per month; 10 hours per month during securities trading hours] [ precious metals and coin sales; Buying and selling of precious metals and coins; 36 Meadow Ridge Drive, Easton, CT 06612; Start Date 01/2024; Role/Title: Investor; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-06-14
S63	Uniform Securities Agent State Law Examination	2005-03-31

S65 Uniform Investment Adviser Law Examination

2010-06-14
S63 Uniform Securities Agent State Law Examination

2005-03-31

Other Names

Angelo Freda

View on SEC IAPD