Sean Michael Mccann

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

• 07/1991 → Present
  New York Life Insurance Company
  Denver, CO
• 08/1991 → Present
  Nylife Securities Llc
  Denver, CO
• 09/2007 → Present
  Integrated Financial Strategies, Llc
  Denver, CO
• 10/2001 → Present
  Eagle Strategies Llc
  Denver, CO

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 7/2002] [HOUSE OF SPEED HOLDINGS, LLC; 301 SNOW STREET, SUGAR GROVE, IL 60554; HOLDING COMPANY THAT SELLS SPORTS TRAINING FRANCHISES; 15% OWNER; 20 HOURS PER MONTH; ROLE IS LIMITED TO BUSINESS AND MARKETING OPERATIONS.] DBA INTEGRATED FINANCIAL STRATEGIES, LLC USED FOR ALL BUSINESS AND SERVICES OFFERED BY NYL AND IT'S SUBSIDIARIES. WILL BE USED TO SELL REGISTERED PRODUCTS START DATE: SEPTEMBER 2007 [NYLARC HOLDING COMPANY INC; Reinsuring the life insurance that I write with New York Life; 51 MADISON AVE, NEW YORK, NY 10010; Start Date 07/2018; Role/Title: SHAREHOLDER; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-13

Other Names

• Sean M Mccann