Frank Paul Lavalla

Eagle Strategies LLC

CRD 2247070

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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:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2009-10-01

FL RA
APPROVED

Since 2009-10-01

Branch Locations

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

Bellair, FL • 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

Organization	City	State	From	To
U.S. Army Reserve	Tampa	FL	10/1986	Present
Nylife Distributors Llc	Parsippany	NJ	04/2005	Present

10/1986 → Present

U.S. Army Reserve

Tampa, FL
04/2005 → Present

Nylife Distributors Llc

Parsippany, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-08-15
S63	Uniform Securities Agent State Law Examination	1997-06-17

S65 Uniform Investment Adviser Law Examination

2009-08-15
S63 Uniform Securities Agent State Law Examination

1997-06-17

Other Names

Frank Paul Lavalla

View on SEC IAPD

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