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Daniel Michael Hankinson

Eagle Strategies LLC

Saddle Brook, NJ

West Milford, NJ

CRD 5031277

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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

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-11-22
  • NJ RA
    APPROVED
    Since 2023-11-22

Branch Locations

250 Pehle Avenue Suite 900, Saddle Brook, NJ 07663 • United States

8 Garrett Court, West Milford, NJ 07480 • 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
OrganizationCityStateFromTo
Nylife Securities, Llc Saddle Brook NJ 02/2020 Present
New York Life Insurance Company Saddle Brook NJ 04/2019 Present
Cph Consulting Group Hackensack NJ 01/2016 08/2018
Uber Hackensack NJ 09/2017 04/2018
Lyft Hackensack NJ 02/2018 01/2019
Eagle Strategies Llc Saddle Brook NJ 11/2023 Present
  • 02/2020 → Present
    Nylife Securities, Llc
    Saddle Brook, NJ
  • 04/2019 → Present
    New York Life Insurance Company
    Saddle Brook, NJ
  • 01/2016 → 08/2018
    Cph Consulting Group
    Hackensack, NJ
  • 09/2017 → 04/2018
    Uber
    Hackensack, NJ
  • 02/2018 → 01/2019
    Lyft
    Hackensack, NJ
  • 11/2023 → Present
    Saddle Brook, NJ
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products and through Northeast Planning Group; 8 Garrett Court West Milford, NJ 07480; Start Date 09/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [West Milford Chamber of Commerce; Helping small businesses.; 1614-O Union Valley Rd. West Milford, NJ 07480; Start Date 07/2024; Role/Title: Director; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours][Experis - Meta; product tester; Waterview Tower 2001 US 46 Suite 310 Parsippany, NJ 07054; Start Date 12/2024; Role/Title: Independent Contractor; Not Investment Related; 80 hours per month; 0 hours per month during securities trading hours][West Milford Recreation ; Travel Basketball Head Coach. I am the head coach for my son's travel basketball team.; PAL Drive, West Milford, NJ 07480; Start Date 11/2024; Role/Title: Volunteer; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-17
S63 Uniform Securities Agent State Law Examination 2020-10-28
  • S65 Uniform Investment Adviser Law Examination
    2023-11-17
  • S63 Uniform Securities Agent State Law Examination
    2020-10-28
Other Names
  • Danielle M Hankinson
  • Danielle Hankinson

View on SEC IAPD

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