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Louis Emilio Bacchetta

Eagle Strategies LLC

Pittsford, NY

Victor, NY

CRD 7073072

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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
NY RA APPROVED 2022-12-16
  • NY RA
    APPROVED
    Since 2022-12-16

Branch Locations

Pittsford, NY • United States

Victor, NY • 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
Nylife Securities, Llc Fairport NY 06/2019 Present
New York Life Insurance Fairport NY 03/2019 Present
Lowe's Home Improvement Rochester NY 03/2004 04/2019
Eagle Strategies Llc Fairport NY 12/2022 Present
  • 06/2019 → Present
    Nylife Securities, Llc
    Fairport, NY
  • 03/2019 → Present
    New York Life Insurance
    Fairport, NY
  • 03/2004 → 04/2019
    Lowe's Home Improvement
    Rochester, NY
  • 12/2022 → Present
    Eagle Strategies Llc
    Fairport, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-12
S63 Uniform Securities Agent State Law Examination 2019-11-20
  • S66 Uniform Combined State Law Examination
    2022-12-12
  • S63 Uniform Securities Agent State Law Examination
    2019-11-20

View on SEC IAPD

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