Lester Marion Wolf

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
MD	RA	APPROVED	2009-09-03

MD RA
APPROVED

Since 2009-09-03

Branch Locations

Baltimore, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
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 Insurance Company	Towson	MD	10/1993	Present
Nylife Securities Inc.	Towson	MD	10/1993	Present
Eagle Strategies Llc	Towson	MD	08/2009	Present
Tactical Financial Group, Llc D/B/A Tactical Financial Group	Baltimore	MD	06/2026	Present

10/1993 → Present

New York Life Insurance Company

Towson, MD
10/1993 → Present

Nylife Securities Inc.

Towson, MD
08/2009 → Present

Eagle Strategies Llc

Towson, MD
06/2026 → Present

Tactical Financial Group, Llc D/B/A Tactical Financial Group

Baltimore, MD

Other Businesses

INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES [Insurance Brokering; brokering insurance products when NYL products are not the right solution; 1954 Greenspring Drive, Suite 700, Timonium, MD 21093; Start Date 03/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Tactical Financial Group, LLC D/B/A Tactical Financial Group FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BALTIMORE MD; START DATE: 06/2026]

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-12-30

S63 Uniform Securities Agent State Law Examination

1993-12-30

Designations

Certified Financial Planner
Chartered Financial Consultant

View on SEC IAPD