Patrick Gerard Brough

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

• 11/1989 → Present
  Nylife Securities Inc.
  Bala Cynwyd, PA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 555 E. City Ave Suite 800 Bala Cynwyd, PA 19004; Start Date 03/2016; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Emerson Reid LLC; Wholesale general agent of employee benefits.; 9 Eves Drive, Suite 150 Marlton, NJ 08053; Start Date 11/2017; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 2 hours per month during securities trading hours; Sales and service to employer groups.]

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-01-23

Designations

• Chartered Financial Consultant