Claribel Henriquez

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

• 08/2014 → 05/2018
  Atelier Cologne
  New York, NY
• 05/2018 → 10/2019
  Algenist
  Glendale, CA
• 10/2019 → 10/2020
  Unemployed
  New York, NY
• 10/2020 → Present
  New York Life Insurance Company
  New York, NY
• 09/2021 → Present
  Nylife Securities Llc
  New York, NY
• 07/2026 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 14 Hyman Drive, Farmingdale NY 11385; Start Date 10/2022; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-02
• S63 Uniform Securities Agent State Law Examination
  2022-09-12