Stephanie Willett Niblack

Eagle Strategies LLC

CRD 7312774

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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

Authority	Category	Status	Date
NC	RA	APPROVED	2023-11-09

NC RA
APPROVED

Since 2023-11-09

Branch Locations

8917 Lake Pines Drive, Cornelius, NC 28031 • United States

14819 Ballantyne Village Way Suite 1100, Charlotte, NC 28277 • 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

Organization	City	State	From	To
New York Life Insurance Company	Charlotte	NC	12/2020	Present
Ymca Of Greater Charlotte	Charlotte	NC	05/2015	12/2020
Napkin Ink, Llc	Cornelius	NC	01/2015	12/2016
Nylife Securities Llc	Charlotte	NC	03/2021	Present
Eagle Strategies Llc	Charlotte	NC	11/2023	Present

12/2020 → Present

New York Life Insurance Company

Charlotte, NC
05/2015 → 12/2020

Ymca Of Greater Charlotte

Charlotte, NC
01/2015 → 12/2016

Napkin Ink, Llc

Cornelius, NC
03/2021 → Present

Nylife Securities Llc

Charlotte, NC
11/2023 → Present

Eagle Strategies Llc

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-20
S63	Uniform Securities Agent State Law Examination	2021-05-01

S66 Uniform Combined State Law Examination

2023-10-20
S63 Uniform Securities Agent State Law Examination

2021-05-01

View on SEC IAPD

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