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Fabrice Montissol

Eagle Strategies LLC

Westborough, MA

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-01-13
  • MA RA
    APPROVED
    Since 2025-01-13

Branch Locations

1700 West Park Drive Suite 250, Westborough, MA 01581 • 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
Boston Public Schools Boston MA 07/2017 08/2021
Davis Leadership Academy Boston MA 07/2016 06/2017
The Realty Concierge Boston MA 04/2021 08/2021
New York Life Insurance Co. Waltham MA 07/2021 Present
Nylife Securities Llc Waltham MA 10/2021 Present
Eagle Strategies Llc Westborough MA 01/2025 Present
  • 07/2017 → 08/2021
    Boston Public Schools
    Boston, MA
  • 07/2016 → 06/2017
    Davis Leadership Academy
    Boston, MA
  • 04/2021 → 08/2021
    The Realty Concierge
    Boston, MA
  • 07/2021 → Present
    New York Life Insurance Co.
    Waltham, MA
  • 10/2021 → Present
    Nylife Securities Llc
    Waltham, MA
  • 01/2025 → Present
    Eagle Strategies Llc
    Westborough, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-31
S63 Uniform Securities Agent State Law Examination 2022-01-24
  • S65 Uniform Investment Adviser Law Examination
    2024-12-31
  • S63 Uniform Securities Agent State Law Examination
    2022-01-24

View on SEC IAPD

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Other Offices

GRIMES & COMPANY · WESTBOROUGH, MA
MORGAN STANLEY · Westborough, MA
LPL FINANCIAL LLC · WESTBOROUGH, MA
NEWEDGE ADVISORS · Westborough, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTBOROUGH, MA
COMMONWEALTH FINANCIAL NETWORK · Westborough, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Westborough, MA
CADENCE WEALTH MANAGEMENT LLC · WESTBOROUGH, MA

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