Matthew Edward Neill

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

• 09/2005 → Present
  New York Life Investment Management Llc
  Parsippany, NJ

Previous Registrations

• 2006-07-10 → 2010-07-07
  New York Life Investment Management Llc
  Parsippany, NJ
  New York, NY

Other Businesses

Rental property A.A.G. Management LLC; 2 hours per month not during normal business hours. NFL; 216 Arlington Avenue, Naperville, IL 60565; not investment related; Reselling NFL tickets from my season tickets and other special event tickets from my Personal Seat License; 1 hour per month not during normal business hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-10-25
• S65 Uniform Investment Adviser Law Examination
  1996-05-07

Other Names

• Matt Neill
• Mathew Edward Neili