Todd Randal Cobena

Eagle Strategies LLC

Diamondhead, MS

CRD 2338293

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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
MS	RA	APPROVED	2024-02-27
LA	RA	APPROVED	2015-12-01

MS RA
APPROVED

Since 2024-02-27
LA RA
APPROVED

Since 2015-12-01

Branch Locations

Diamondhead, MS • 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
New York Life Ins. Co.	New Orleans	LA	10/1992	Present
Nylife Securities Inc.	New Orleans	LA	03/1993	Present
Eagle Strategies Llc	New Orleans	LA	12/2015	Present

10/1992 → Present

New York Life Ins. Co.

New Orleans, LA
03/1993 → Present

Nylife Securities Inc.

New Orleans, LA
12/2015 → Present

Eagle Strategies Llc

New Orleans, LA

Other Businesses

I AM APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-09-16
S63	Uniform Securities Agent State Law Examination	1993-06-17

S65 Uniform Investment Adviser Law Examination

2015-09-16
S63 Uniform Securities Agent State Law Examination

1993-06-17

View on SEC IAPD

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