Mary Esther Capparuccini

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

• 10/2020 → Present
  New York Life
  Colchester, VT
• 08/2020 → 04/2021
  Spherion
  Burlington, VT
• 02/2020 → 07/2020
  Unemployed
  Burlington, VT
• 11/2019 → 01/2020
  New Moon Cafe
  Burlington, VT
• 08/2019 → 10/2019
  Unemployed
  Burlington, VT
• 04/2018 → 07/2019
  Ecobean & Greens
  Burlington, VT
• 04/2018 → 07/2019
  City Market & Onion River Co-Op
  Burlington, VT
• 05/2017 → 04/2019
  Costello's Market & Deli
  Middlebury, VT
• 05/2017 → 04/2019
  Hannafords Supermarkets
  Middlebury, VT
• 05/2017 → 07/2019
  Streit Council For A Union Of Democracies
  Middlebury, VT
• 01/2015 → 04/2017
  Homemaker
  Washington, DC
• 08/2020 → Present
  The Friendly Toast
  Burlington, VT
• 11/2022 → Present
  Nylife Securities Llc
  Colchester, VT
• 02/2023 → Present
  Hadley Financial Group
  So Burlington, VT
• 04/2023 → Present
  Eagle Strategies Llc
  So Burlington, VT

Other Businesses

[The Friendly Toast; Non-investment related; 86 St Paul St, Burlington, VT 05401; Hospitality/Food; Line Cook on Sautee Station Employee; start 08/2020; 20 hours per month, 0 hours devoted during securities trading; I only work on weekends ;Duties include making omelets and pasta dishes, cleaning my food station, and doing food prep.] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products ; 56 West Twin Oaks Terrace, Suit 1. South Burlington, VT, 05403; Start Date 04/2024; Role/Title: Insurance Broker; Investment Related; .5 hours per month; .5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Hadley Financial Group FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; SO BURLINGTON, VT; START DATE: 02/2023] [Burlington Young Professionals - Advisory Board; Burlington Young Professionals is a subsection of the Lake Champlain Chamber of Commerce. Their job is to host networking events for young professionals in the greater Chittenden County Region of Vermont.; 60 Main Street, Suite 100, Burlington, VT 05401; Start Date 10/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; give the full time BYP staffer advice on where to host future meet-ups and they show up early to events to greet networkers.][Women Business Owners Network - Vermont; A non-profit organization supporting female business owners in the state of Vermont.; PO Box 173. Williston, VT 05495; Start Date 01/2025; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; assist in planning the annual conference and an occasional holiday or seasonal function.][Business Network International (BNI); A local networking chapter based in South Burlington, VT and a part of the larger BNI network.; 95 Allen Road South Burlington VT 05403; Start Date 10/2025; Role/Title: Officer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; chapter president]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-10
• S63 Uniform Securities Agent State Law Examination
  2023-01-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant