Lucas Edward Bisbee

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

• 10/2014 → 10/2018
  American Hockey League
  Springfield, MA
• 06/2008 → 08/2018
  Ascendigo Autism Services
  Carbondale, CO
• 10/2018 → Present
  New York Life Insurance Co.
  Denver, CO
• 05/2019 → Present
  Nylife Securities Llc
  Denver, CO
• 08/2003 → 11/2018
  Usa Hockey
  Denver, CO
• 05/2023 → Present
  Eagle Strategies Llc
  Denver, CO

Other Businesses

[American Hockey League Linesman, not investment-related, at One Monarch Place, Suite 2400, Springfield, MA 01144. I am independently contracted as an On-Ice official and have been doing this since August 2015. I spent 3 hours per month on this activity. My duties include: ice hockey on-ice officiating, calling off-sides, icing, and dropping pucks.] [National Collegiate Hockey Conference; On-Ice Official ; 1631 Mesa Ave C, Colorado Springs, CO 80906; Start Date 08/2023; Role/Title: Independent Contractor; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2023-05-08
• S63 Uniform Securities Agent State Law Examination
  2020-06-13