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Philip J Mcevoy

Eagle Strategies LLC

Victor, NY

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-06-11
  • NY RA
    APPROVED
    Since 2024-06-11

Branch Locations

209 High Point Drive 3Rd Fl. Suite 310, Victor, NY 14564-1061 • 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
New York Life Insurance Fairport NY 12/2005 Present
Nylife Securities Fairport NY 12/2005 Present
Eagle Strategies Llc Victor NY 06/2024 Present
  • 12/2005 → Present
    New York Life Insurance
    Fairport, NY
  • 12/2005 → Present
    Nylife Securities
    Fairport, NY
  • 06/2024 → Present
    Eagle Strategies Llc
    Victor, NY
Other Businesses

[INSURANCE BROKERING; PAID BY COMMISSIONS]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-10
S63 Uniform Securities Agent State Law Examination 2005-09-12
  • S65 Uniform Investment Adviser Law Examination
    2024-06-10
  • S63 Uniform Securities Agent State Law Examination
    2005-09-12
Other Names
  • Philip Mcevoy

View on SEC IAPD

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LPL FINANCIAL LLC · VICTOR, NY
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CETERA INVESTMENT ADVISERS LLC · VICTOR, NY
LPL FINANCIAL LLC · VICTOR, NY
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