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Daniel Joseph Pagliaroli

Eagle Strategies LLC

Pasadena, CA

CRD 7180456

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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
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

Pasadena, CA • 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 Glendale CA 05/2020 Present
New York Life Insurance Co. Glendale CA 10/2019 Present
Fox Sports Los Angeles CA 10/2018 05/2020
Espn Bristol CT 07/2013 10/2018
Eagle Strategies Llc Glendale CA 07/2022 Present
  • 05/2020 → Present
    Nylife Securities Llc
    Glendale, CA
  • 10/2019 → Present
    New York Life Insurance Co.
    Glendale, CA
  • 10/2018 → 05/2020
    Fox Sports
    Los Angeles, CA
  • 07/2013 → 10/2018
    Espn
    Bristol, CT
  • 07/2022 → Present
    Glendale, CA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 801 N Brand Blvd, PH Floor, Glendale, CA 91203; Start Date 10/2023; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [Standing Buffalo, LLC; LLC established for tax filing purposes; 801 N Brand Blvd, PH Floor, Glendale, CA 91203; Start Date 09/2023; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours][The UPS Store; retail franchise that provides shipping, document, and office services for individuals.; 3840 East Robinson Rd, Amherst, NY 14228; Start Date 08/2018; Role/Title: Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][R3D Buffalo LLC; UPS Store franchise ownership; 111 N Pine Island Rd, Suite 106, Plantation, FL, 33324; Start Date 03/2026; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-30
S63 Uniform Securities Agent State Law Examination 2020-06-26
  • S66 Uniform Combined State Law Examination
    2022-06-30
  • S63 Uniform Securities Agent State Law Examination
    2020-06-26

View on SEC IAPD

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