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Atta Panyin Young

Eagle Strategies LLC

Bronx, NY

New Yor, NY

CRD 7288601

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-22
NY RA APPROVED 2025-02-27
  • TX RA
    APPROVED
    Since 2026-05-22
  • NY RA
    APPROVED
    Since 2025-02-27

Branch Locations

Bronx, NY • United States

285 Fulton Street 39Th Floor, New Yor, NY 10007 • 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
New York Life Insurance Company New York NY 09/2020 Present
Unemployed New York City NY 11/2019 08/2020
Max Mara Usa New York NY 10/2016 10/2019
Giorgio Armani Corporation New York NY 01/2015 09/2016
Nylife Securities Llc New York NY 10/2021 Present
Apy Rise Wealth Strategies New York NY 07/2024 Present
Eagle Strategies Llc New York NY 02/2025 Present
  • 09/2020 → Present
    New York Life Insurance Company
    New York, NY
  • 11/2019 → 08/2020
    Unemployed
    New York City, NY
  • 10/2016 → 10/2019
    Max Mara Usa
    New York, NY
  • 01/2015 → 09/2016
    Giorgio Armani Corporation
    New York, NY
  • 10/2021 → Present
    Nylife Securities Llc
    New York, NY
  • 07/2024 → Present
    Apy Rise Wealth Strategies
    New York, NY
  • 02/2025 → Present
    New York, NY
Other Businesses

[OPERATING UNDER THE DBA NAME OF APY RISE WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (NEW YORK, NY); START DATE: 07/2024] [APY Rise Wealth Management; LLC Formation for Tax purposes; 1 World Trade Center FL 39 New York NY 10007; Start Date 04/2026; Role/Title: Owner; Investment Related; 160 hours per month; 80 hours per month during securities trading hours; LLC Business formation for Tax Purposes of APY Rise Wealth Strategies] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1 World Trade Center Fl 39 New York NY 10007; Start Date 04/2026; Role/Title: Owner; Investment Related; 80 hours per month; 32 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-22
S63 Uniform Securities Agent State Law Examination 2024-05-07
  • S65 Uniform Investment Adviser Law Examination
    2025-02-22
  • S63 Uniform Securities Agent State Law Examination
    2024-05-07

View on SEC IAPD

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