Keith Zuckerberg

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

• 09/2012 → 09/2018
  Capital One Financial Advisors
  New York, NY
• 01/2015 → 09/2018
  Capital One Sharebuilder, Inc.
  New York, NY
• 01/2015 → 09/2018
  Sharebuilder 401K
  Seattle, WA
• 09/2018 → 08/2022
  Investors Bank
  Staten Island, NY
• 09/2018 → 08/2022
  Cetera Investment Services Llc
  St. Cloud, MN
• 09/2018 → 08/2022
  Cetera Investment Advisors Llc
  Staten Island, NY
• 08/2022 → 08/2023
  Citizens Securities, Inc.
  Elizabeth, NJ
• 10/2023 → Present
  New York Life Insurance Co
  New York, NY
• 11/2023 → Present
  Nylife Securities Llc
  New York, NY
• 06/2024 → Present
  Eagle Strategies Llc
  New York, NY

Previous Registrations

• 2022-08-17 → 2023-09-07
  Citizens Securities, Inc.
  Elizabeth, NJ
  Conshohocken, PA
• 2018-09-24 → 2022-08-17
  Cetera Investment Advisers Llc
  Staten Island, NY
  Elizabeth, NJ
• 2015-01-28 → 2018-09-19
  Capital One Advisors, Llc
  Seattle, WA
  New York, NY
  Mclean, VA
• 2012-10-01 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
  New York, NY
• 2008-11-21 → 2012-07-26
  Chase Investment Services Corp.
  Brooklyn, NY
  Brooklyn, NY
  Westwood, NJ
  Paterson, NJ
  Teaneck, NJ
  Norwood, NJ
  Oradell, NJ
  Paramus, NJ
  Clifton, NJ
  Maywood, NJ
  Northvale, NJ
  River Edge, NJ
  Tenafly, NJ
  Fairfield, NJ
  Clifton, NJ
  Boonton, NJ
  Dover, NJ
  Suffern, NY
  West Nyack, NY
  Fairlawn, NJ
  Ridgewood, NJ
  Sussex, NJ
  Norwood, NJ
  Newton, NJ
  Teaneck, NJ
  South Hackensack, NJ
  Bay Shore, NY
  Teaneck, NJ
  Lodi, NJ
  Englewood, NJ
  Fairlawn, NJ
  Haledon, NJ
  Morristown, NJ
  Montague, NJ
  Paterson, NJ
  Randolph, NJ
  West Paterson, NJ
  Lake Hiawatha, NJ
  Sussex, NJ
  Paterson, NJ
  Lodi, NJ
  Morristown, NJ
  Boonton, NJ
  West Caldwell, NJ
  Rockaway, NJ
  Denville, NJ
  Dover, NJ
  Long Island City, NY
  Brooklyn, NY
  Franklin Lakes, NJ
  Wayne, NJ
  Ridgewood, NJ
  Elmwood Park, NJ
  Randolph, NJ
  River Edge, NJ
  Wyckoff, NJ
  Newton, NJ
  Sussex, NJ
  Northvale, NJ
  Englewood, NJ
  Midland Park, NJ
  Ramsey, NJ
  Riverdale, NJ
  Franklin, NJ
  Hawthorne, NJ
  Wharton, NJ
  Ridgewood, NJ
  Oakland, NJ
  Bayonne, NJ
  Saddle Brook, NJ
  Ramsey, NJ
  Ledgewood, NJ
  Westwood, NJ
  Hackettstown, NJ
  Kearny, NJ
  Kearney, NJ
  Paramus, NJ
  Teaneck, NJ
  Oradell, NJ
  Hackensack, NJ
  Linden, NJ
  Fairlawn, NJ
  Fairlawn, NJ
  Wayne, NJ
  Dover, NJ
  Sparta, NJ
  Vernon, NJ
  Hackensack, NJ
  Clifton, NJ
  Garfield, NJ
  Montvale, NJ
  Elizabeth, NJ
  Lake Hopatcong, NJ
  Edgewater, NJ
  Glen Rock, NJ
  Emerson, NJ
  New Milford, NJ
  Passaic, NJ
  Oak Ridge, NJ
  Ramsey, NJ
  Hackettstown, NJ
  Haworth, NJ
  Morris Plains, NJ
  Hawthorne, NJ
  Lodi, NJ
  Fort Lee, NJ
  Sparta, NJ
  Morris Plains, NJ
  North Plainfield, NJ
  Haledon, NJ
  Paramus, NJ
  Totowa, NJ
  Morris Plains, NJ
  Tenafly, NJ
  Edgewater, NJ
  Franklin Lakes, NJ
  Hackensack, NJ
  Brooklyn, NY
  New City, NY
  Morristown, NJ
  Franklin Lakes, NJ
  Whitestone, NY
  Jamaica, NY
  Flushing, NY
  Flushing, NY
  Flushing, NY
  Bayside, NY
  Queens Village, NY
  Bayside, NY
  College Point, NY
  Little Neck, NY
  Glen Oaks, NY
  Little Neck, NY
  Flushing, NY
  Hollis, NY
  Oakland Gardens, NY
  Flushing, NY
  Jamaica Estates, NY
  Queens Village, NY
  Jamaica, NY
  Jamaica, NY
  Floral Park, NY
  Oakland Gardens, NY
  Flushing, NY
  Flushing, NY
  Bayside, NY
  Flushing, NY
  Jamaica, NY
  Flushing, NY
  Fresh Meadows, NY
  Flushing, NY
  Flushing, NY
  Flushing, NY
  Flushing, NY
  Elmwood Park, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-18
• S63 Uniform Securities Agent State Law Examination
  1994-01-31

Other Names

• Keith Miki Zuckerberg