Ekta Parekh

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
NJ	RA	APPROVED	2023-02-27

NJ RA
APPROVED

Since 2023-02-27

Branch Locations

Marlboro, NJ • United States

379 Thornall Street 8Th Floor, Edison, NJ 08837 • 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
Massmutual Life Insurance Co	Warren	NJ	03/2019	01/2023
Mml Investors Services, Llc	Warren	NJ	12/2020	01/2023
Unemployed	Marlboro Township	NJ	11/2014	02/2019
New York Life Insurance Company	Edison	NJ	01/2023	Present
Nylife Securities Llc	Edison	NJ	01/2023	Present
Eagle Strategies Llc	Edison	NJ	02/2023	Present

03/2019 → 01/2023

Massmutual Life Insurance Co

Warren, NJ
12/2020 → 01/2023

Mml Investors Services, Llc

Warren, NJ
11/2014 → 02/2019

Unemployed

Marlboro Township, NJ
01/2023 → Present

New York Life Insurance Company

Edison, NJ
01/2023 → Present

Nylife Securities Llc

Edison, NJ
02/2023 → Present

Eagle Strategies Llc

Edison, NJ

Previous Registrations

2021-06-30 → 2022-12-31

Mml Investors Services, Llc

Warren, NJ

Warren, NJ

Edison, NJ

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 2 Brushneck Rd, Marlboro, NJ 07746; start 12/2022; Commissions; 2 hours per month, 0 hours during securities trading hours; insurance related] [Life Brokerage LLC; 2 Central Ave, Hammonton, NJ 08037; Life Insurance Activities with other companies; Broker; Insurance Brokering; start 12/04/2022; 4 hours, 1hour/month during Trading hours; To provide different Insurance Options to my clients; insurance related] [Boys Scout Troop 86; 490 County Rd 520, Marlboro, NJ 07746; Activities as Boys Scout of Americas; 03/16/2015; 2 hours per month, 0 hours during trading hours; As a committee member I participate in various Boys Scout Activities; non-investment related][The Perfect Vibes, LLC; Organizing Social, Community and Cultural events; 130 S. Main St, PMB # 108, Marlboro, NJ 07746; Start Date 08/2025; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours][National Realty of Investment Advisors LLC; group of real estate developer who would buy, develop, sell properties to distribute for profit ; 1 Harmon Plaza, Floor 9, Secaucus, NJ 07094; Start Date 09/2021; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]