Bryan John Topelsohn

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

• 02/1999 → Present
  New York Life Insurance Co
  Parsippany, NJ
• 10/2003 → Present
  Nylife Distributors Llc
  Parsippany, NJ

Previous Registrations

• 2004-06-17 → 2009-05-13
  New York Life Investment Management Llc
  Parsippany, NJ
  New York, NY

Other Businesses

RENTAL PROPERTY. WIFE OWNS RENTAL PROPERTY SINCE 10/2013. 3 HOURS PER MONTH NOT DURING NORMAL SECURITIES TRADING HOURS. NOT INVESTMENT RELATED. ALL PROPERTY IS MANAGED BY A THIRD PARTY. NFL; RESELLING NFL TICKETS AND TICKETS TO OTHER EVENTS FROM MY PERSONAL SEAT LICENSE; 1 hour per month not during normal business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-10-15
• S63 Uniform Securities Agent State Law Examination
  1999-01-11

Other Names

• Bryan Topelsohn