Connor Townsend

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
TX	RA	APPROVED_RES	2022-06-09
NH	RA	APPROVED	2022-02-23
MA	RA	APPROVED	2019-12-11

TX RA
APPROVED_RES

Since 2022-06-09
NH RA
APPROVED

Since 2022-02-23
MA RA
APPROVED

Since 2019-12-11

Branch Locations

New York Life, 10 Ne Business Center Drive Suite 205, Andover, MA 01810 • 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
Fairway Group Llc	Andover	MA	06/2026	Present
The Townsend Group	Wilmington	MA	05/2012	05/2018
Phil Tait 1 On 1	Woburn	MA	05/2014	06/2024
Westfield State University	Westfield	MA	06/2014	05/2018
New York Life Insurance Company	Waltham	MA	07/2018	Present
Nylife Securities Llc	Waltham	MA	08/2018	Present
Eagle Strategies Llc	Boston	MA	12/2019	Present
Third3Rd Financial Partners Llc	Andover	MA	03/2023	05/2026
Blueprint Financial Partners, Llc	Andover	MA	12/2025	Present

06/2026 → Present

Fairway Group Llc

Andover, MA
05/2012 → 05/2018

The Townsend Group

Wilmington, MA
05/2014 → 06/2024

Phil Tait 1 On 1

Woburn, MA
06/2014 → 05/2018

Westfield State University

Westfield, MA
07/2018 → Present

New York Life Insurance Company

Waltham, MA
08/2018 → Present

Nylife Securities Llc

Waltham, MA
12/2019 → Present

Eagle Strategies Llc

Boston, MA
03/2023 → 05/2026

Third3Rd Financial Partners Llc

Andover, MA
12/2025 → Present

Blueprint Financial Partners, Llc

Andover, MA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 10 New England business center Drive Andover MA 01810; Start Date 06/2021; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Rental Property - 225 Shannon Road; 2 family property we bought and moved into in Salem NH, one side is rented out we live in the other; 225 Shannon Road Salem NH; Start Date 02/2022; Role/Title: Owner; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours; collect rent] [OPERATING UNDER THE DBA NAME OF Blueprint Financial Partners, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ANDOVER MA; START DATE: 12/2025] [OPERATING UNDER THE DBA NAME OF FAIRWAY GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (ANDOVER, MA); START DATE: 06/2026]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-11-27
S63	Uniform Securities Agent State Law Examination	2018-09-24

S65 Uniform Investment Adviser Law Examination

2019-11-27
S63 Uniform Securities Agent State Law Examination

2018-09-24

View on SEC IAPD