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Scott Trevor Salway

Eagle Strategies LLC

Wilmington, VT

CRD 7303452

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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
VT RA APPROVED 2024-04-17
  • VT RA
    APPROVED
    Since 2024-04-17

Branch Locations

1 School Street Suite 2-4, Wilmington, VT 05363 • 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
Nylife Securities Windsor CT 12/2020 Present
New York Life Insurance Company Windsor CT 07/2020 Present
Twin Valley Middle High School Whitingham VT 12/2008 07/2020
Ridge Top Club North Haven CT 05/2019 05/2019
Mount Snow Dover VT 12/2012 03/2018
Windham Southwest Supervisory Union Whitingham VT 12/2020 Present
Salway Financial Strategies Wilmington VT 05/2023 Present
Eagle Strategies Llc Wilmington VT 04/2024 Present
  • 12/2020 → Present
    Nylife Securities
    Windsor, CT
  • 07/2020 → Present
    New York Life Insurance Company
    Windsor, CT
  • 12/2008 → 07/2020
    Twin Valley Middle High School
    Whitingham, VT
  • 05/2019 → 05/2019
    Ridge Top Club
    North Haven, CT
  • 12/2012 → 03/2018
    Mount Snow
    Dover, VT
  • 12/2020 → Present
    Windham Southwest Supervisory Union
    Whitingham, VT
  • 05/2023 → Present
    Salway Financial Strategies
    Wilmington, VT
  • 04/2024 → Present
    Wilmington, VT
Other Businesses

[Windham Southwest Supervisory Union; High School Snowboard Coach; as of 12/2020; 4299 VT Rt 100 Whitingham, VT 05363; Coach and preside over competitive high school team; approx 26 hours a month, 10 during security trading hours; Not investment related] [Twin Valley Middle High School; Wings Program Leader; since 11/2020 4299 VT Rt 100 Whitingham, VT 05363; after school program offering structured activities; Facilitator of nature walk and Chess programs; approx 4 hours a month 2 during securities trading hours; Not investment related] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS through Ash Brokerage 303 West Main Street Suite 200 Freehold, NJ 07728; Start Date 10/2022; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Salway Financial Strategies FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WILMINGTON VT ; START DATE: 05/2023][Twin Valley Youth Sports; Coach of youth basketball teams, 1st grade girls rec team, 4-5th boys rec and travel team; 1 School Street Wilmington VT 05363; Start Date 02/2026; Role/Title: Volunteer; Not Investment Related; 28 hours per month; 0 hours per month during securities trading hours][Dover Youth Sports; Coaching baseball for little league ; 9 Schoolhouse Rd, East Dover, VT 05341; Start Date 04/2026; Role/Title: Volunteer; Not Investment Related; 28 hours per month; 0 hours per month during securities trading hours][Wilmington Recreation; Offers recreation opportunities for the citizens of Wilmington Vermont; 2 East Main St, PO Box 217 Wilmington, VT 05363; Start Date 06/2026; Role/Title: Tennis instructor/ coach; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-15
S63 Uniform Securities Agent State Law Examination 2021-01-27
  • S65 Uniform Investment Adviser Law Examination
    2024-04-15
  • S63 Uniform Securities Agent State Law Examination
    2021-01-27
Other Names
  • Scott Salway

View on SEC IAPD

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