Michael Keane Hennessy

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

• 10/2019 → 08/2022
  Cumby, Spencer & Associates
  Newtown Square, PA
• 04/2017 → 10/2019
  Overbrook Golf Club
  Villanova, PA
• 09/2014 → 06/2018
  Cardinal O'HAra
  Springfield, PA
• 10/2020 → 08/2022
  Nylife Securities Llc
  Newton Square, PA
• 07/2021 → 08/2022
  Eagle Strategies Llc
  Horsham, PA
• 08/2022 → Present
  New York Life Insurance Company
  Horsham, PA
• 09/2022 → Present
  Nylife Securities Llc
  Horsham, PA
• 09/2022 → Present
  Eagle Strategies Llc
  Horsham, PA
• 01/2023 → Present
  Cumby, Spencer & Associates Financial Group
  Newtown Square, PA

Previous Registrations

• 2021-07-23 → 2022-08-10
  Eagle Strategies Llc
  Horsham, PA

Other Businesses

[OPERATING UNDER THE DBA NAME OF CUMBY, SPENCER & ASSOCIATES FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (NEWTOWN SQUARE PA); START DATE: 01/2023]

Exams

• S66 Uniform Combined State Law Examination
  2021-06-29