Albert Marquez

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → Present
  Eagle Strategies Llc
  Sleepy Hollow, NY
• 08/1998 → Present
  New York Life Insurance Company
  New York, NY
• 09/1998 → Present
  Nylife Securities Inc.
  New York, NY

Other Businesses

[OWNER OF A.C.L. DEVELOPMENT INC. A NON-INVESTMENT RELATED CLOSE CORPORATION CREATED FOR THE PURPOSE OF BUYING,HOLDING, AND SELLING RESIDENTIAL AND/OR COMMERICAL REAL ESTATE] [NON-PUBLIC FINRA ARBITRATOR; NON-INVESTMENT ARBITRATION RELATED DUTIES WILL BE CONDUCTED DURING PERSONAL TIME-OFF FROM CURRENT EMPLOYER IN EXCHANGE FOR HONORARIUM PAYMENT FROM FINRA DISPUTE RESOLUTION] [Rental Property; Rental property was moved out of corporate entity, A.C.L. Development, Inc.; 15495 Paseo Carmel, Moreno Valley, CA 92551; Start Date 09/2024; Role/Title: Owner; Investment Related; 4 hours per month; 0 hours per month during securities trading hours; I collect rent, pay expenses and hire contractors for maintenance repairs as necessary.]

Exams

• S66 Uniform Combined State Law Examination
  2005-09-02