Adam M Zandonella

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

• 10/2015 → 08/2020
  Bain Capital Lp
  Boston, MA
• 08/2020 → Present
  New York Life
  Westborough, MA
• 10/2021 → Present
  Nylife Securities Llc
  Westborough, MA
• 08/2023 → Present
  Eagle Strategies Llc
  Westborough, MA
• 05/2024 → Present
  Mcguire & Wright Financial Group Llc
  Westborough, MA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 1700 West Park Drive, Suite 250, Westborough, MA 01581; Start Date 02/2024; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MCGUIRE & WRIGHT FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (WESTBOROUGH, MA); START DATE: 05/2024]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-02
• S63 Uniform Securities Agent State Law Examination
  2022-11-09