Bailey Bishop

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

• 04/2016 → Present
  New York Life Insurance Company
  Waltham, MA
• 08/2016 → Present
  Nylife Securities Llc
  Waltham, MA
• 11/2017 → Present
  Eagle Strategies Llc
  Waltham, MA
• 11/2022 → 07/2026
  M.Y. Core Financials, Llc
  Boston, MA

Other Businesses

[Essex County Estate Planning Council; The organization provides educational and networking events to its members who include financial advisors, estate planning attorneys, CPAs etc.; P.O. Box 1598 · Newburyport, MA 01950; Start Date 06/2017; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [North Atlantic Audi Club; Regional club for Audi enthusiasts. The club organizes social activities, driving tours, track events and winter driving schools for its ~400 members across ME, NH, MA and RI.; 7 Appleleaf Dr Bedford, NH 03110 (Board VP's residence); Start Date 05/2016; Role/Title: Officer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Board of Directors and am now President]

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-10-17

Other Names

• Not Applicable
• Bailey Bishop