Luca Massimo Pautasso

Eagle Strategies LLC

CRD 7359644

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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
NY	RA	APPROVED	2025-04-07

NY RA
APPROVED

Since 2025-04-07

Branch Locations

One World Trade Center, 285 Fulton Street 39Th Floor, New York, NY 10007 • 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	New York	NY	03/2021	Present
New York Army National Guard	New York	NY	05/2015	05/2021
Nat Sherman Intl.	New York	NY	05/2015	11/2020
Nylife Securities Llc	New York	NY	08/2021	Present
Eagle Strategies Llc	New York	NY	04/2025	Present

03/2021 → Present

New York Life Insurance Company

New York, NY
05/2015 → 05/2021

New York Army National Guard

New York, NY
05/2015 → 11/2020

Nat Sherman Intl.

New York, NY
08/2021 → Present

Nylife Securities Llc

New York, NY
04/2025 → Present

Eagle Strategies Llc

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-04-04
S63	Uniform Securities Agent State Law Examination	2021-10-01

S66 Uniform Combined State Law Examination

2025-04-04
S63 Uniform Securities Agent State Law Examination

2021-10-01

View on SEC IAPD

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