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Nathaniel Antonio Dejesus

Eagle Strategies LLC

Citrus Springs, FL

New York, NY

CRD 7006503

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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

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-21
  • FL RA
    APPROVED
    Since 2025-03-21

Branch Locations

Citrus Springs, FL • United States

51 Madison Avenue, New York, NY 10010 • 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
Progress Health And Fitness Springhill FL 05/2016 09/2016
Walmart Logistics Brooksville FL 04/2017 03/2018
Mars Fit Club Weeki Wachee FL 04/2018 08/2018
Pasco-Hernando State College Spring Hill FL 01/2014 05/2019
Coca Cola Beverages Of Florida Spring Hill FL 07/2018 09/2019
Mml Investors Services Spring Hill FL 09/2018 05/2024
Massmutual Spring Hill FL 06/2018 05/2024
Impact Partnership Wealth, Llc Marietta GA 09/2024 10/2024
Sunlife Spring Hill FL 05/2023 10/2024
Campbell & Company Inverness FL 09/2024 10/2024
New York Life Insurance Company New York NY 10/2024 Present
Nylife Securities Llc New York NY 02/2025 Present
Eagle Strategies Llc Citrus Springs FL 03/2025 Present
Kaplan Financial Education Fort Lauderdale FL 04/2026 Present
  • 05/2016 → 09/2016
    Progress Health And Fitness
    Springhill, FL
  • 04/2017 → 03/2018
    Walmart Logistics
    Brooksville, FL
  • 04/2018 → 08/2018
    Mars Fit Club
    Weeki Wachee, FL
  • 01/2014 → 05/2019
    Pasco-Hernando State College
    Spring Hill, FL
  • 07/2018 → 09/2019
    Coca Cola Beverages Of Florida
    Spring Hill, FL
  • 09/2018 → 05/2024
    Mml Investors Services
    Spring Hill, FL
  • 06/2018 → 05/2024
    Massmutual
    Spring Hill, FL
  • 09/2024 → 10/2024
    Marietta, GA
  • 05/2023 → 10/2024
    Sunlife
    Spring Hill, FL
  • 09/2024 → 10/2024
    Campbell & Company
    Inverness, FL
  • 10/2024 → Present
    New York Life Insurance Company
    New York, NY
  • 02/2025 → Present
    Nylife Securities Llc
    New York, NY
  • 03/2025 → Present
    Citrus Springs, FL
  • 04/2026 → Present
    Kaplan Financial Education
    Fort Lauderdale, FL
Previous Registrations
Other Businesses

[Residual Commissions; SunLife mass mutual; Not Investment Related; 250 Monroe Ave NW, Grand Rapids, Mi 49503; Group Life Insurance Renewal; Representative; start 5/2023; 0hrs/Mo: 0hrs/Mo During Securities Trading; These are residual commissions I receive for Group life business I wrote in the past. I do not service or solicit.] [Kaplan Financial Education; Teaching securities exam material part-time on weekends; 1515 West Cypress Creek Road, Fort Lauderdale, FL33309; Start Date 04/2026; Role/Title: Educator/Instructor; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Present material created by the college for students preparing to take the SIE, Series 6, and Series 7 exams]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-20
  • S66 Uniform Combined State Law Examination
    2019-03-20
Designations
  • Chartered Financial Consultant
Other Names
  • Nate Dejesus
  • Nathaniel Dejesus

View on SEC IAPD

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