Antonio Naddeo

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

• 09/2016 → Present
  American Wise Management Services Llc
  Boca Raton, FL
• 03/2015 → 09/2016
  American Wise Investments Llc
  Boca Raton, FL
• 07/2019 → Present
  New York Life Insurance Co
  Sunrise, FL
• 11/2019 → Present
  Nylife Securities Llc
  Sunrise, FL
• 07/2023 → Present
  Eagle Strategies Llc
  Sunrise, FL

Other Businesses

[American Wise Management Services, LLC, 150 E Palmetto Park Road, Suite 800 Boca Raton, FL 33432. non-investment, nature; It provides assistance to mainly Italian clients who have purchased residential real estate properties in South East Florida, start date; 09/2016, title; Co-Owner, 35 hrs. p/mth. devoted to this activity, 0 hrs. p/mth. conducted during securities trading hours, functions; Deal with inspections to our clients properties once every quarter, report on any issue and if needed, coordinate with any relevant contractor should a problem raise]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-09
• S63 Uniform Securities Agent State Law Examination
  2020-08-31