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Stephen Michael Machado

Eagle Strategies LLC

Elk Grove, CA

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-10-25
  • CA RA
    APPROVED
    Since 2024-10-25

Branch Locations

9280 W Stockton Blvd Ste 200, Elk Grove, CA 95758 • 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
Knights Of Columbus Insurance New Haven CT 05/2015 11/2022
Knights Of Columbus Asset Advisors New Haven CT 01/2021 11/2022
New York Life Insurance Elk Grove CA 12/2022 Present
Nylife Securities Llc Elk Grove CA 10/2023 Present
Search Marketing By Design Sacramento CA 01/2012 Present
Eagle Strategies Llc Elk Grove CA 10/2024 Present
  • 05/2015 → 11/2022
    Knights Of Columbus Insurance
    New Haven, CT
  • 01/2021 → 11/2022
    Knights Of Columbus Asset Advisors
    New Haven, CT
  • 12/2022 → Present
    New York Life Insurance
    Elk Grove, CA
  • 10/2023 → Present
    Nylife Securities Llc
    Elk Grove, CA
  • 01/2012 → Present
    Search Marketing By Design
    Sacramento, CA
  • 10/2024 → Present
    Elk Grove, CA
Previous Registrations
Other Businesses

[Republic Crowd Funding; Crowd Funding; 149 E. 23 Street New York NY 10010; Start Date: 01/2015; Role/Title: Investor; Investment related; 0 hours per month; 0 hours per month during securities trading hours; I have no participation in this company or the companies I invested in.] [Search Marketing By Design; In 2012 I started SMBD in 2015 I closed that business but still maintain the websites for three remaining clients.; 8665 Florin Road Unit 184 Sacramento CA 95828; Start Date: 01/2012; Role/Title: Owner; Not investment related; 2 hours per month; 0 hours per month during securities trading hours; Once a month I make sure the three websites are up and running. If they drop in rank on Google I make an adjustment to improve rank. If the client adds or drops a product I make the changes. This business takes about two hours of my time each month. I do not market this business, I do not have a website for this business and I do not take on new clients for this business.] [Appointments by Jane; My girlfriend who lives in the Philippines has started making calls for a Knights of Columbus Field Agent. She is calling his council members to set up appointments for insurance sales and annual reviews. She calls from a list of his council members.; Purok 3B Tagongon,. Tagbina, Surigao Del Sur Philippines 8308; Start Date 01/2026; Role/Title: Consultant; Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-27
S65 Uniform Investment Adviser Law Examination 2021-08-25
  • S63 Uniform Securities Agent State Law Examination
    2024-03-27
  • S65 Uniform Investment Adviser Law Examination
    2021-08-25

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