Mahesh Kumar Palriwala

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

• 06/1993 → Present
  New York Life Insurance Company
  Waltham, MA
• 08/1993 → Present
  Nylife Securities Inc.
  Waltham, MA
• 09/2004 → Present
  Mkp Financial & Insurance
  Waltham, MA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; dba MKP FINANCIAL & INSURANCE; 800 SOUTH STREET SUITE 600, WALTHAM, MA 02403] [MAHESHWARI MAHASABHA OF NORTH AMERICA (MMNA); volunteer; non investment related; start date 06/2004; 70-26 Groton St, Forest Hills, NY 11375; start date 06/2004; soial organization;] [DATABRICKS and UIPATH, A Series Of The Pre Ipo Marketplace, LLC; Investing in Pre-IPO / Private Equity opportunity. The website is www.principalpreipo.com; 52 Broad Street, Keyport, New Jersey 07735; Start Date 04/2021; Role/Title: Investor; Investment Related; 2 hours per month; 1 hours per month during securities trading hours; passive investor] [Late Stage Investment Fund XLI LLC; The Fund will invest in f Addepar, Inc. Series Interests, Space Exploration Technologies Corp. Series Interests, Neuralink Series Interests and Databricks Series Interests; 26 Park St 3rd Floor Montclair, New Jersey 07042 USA; Start Date 06/2023; Role/Title: Investor; Investment Related; 0.25 hours per month; 0.25 hours per month during securities trading hours] [Saheli Boston; Providing assistance to support South Asian survivors of domestic violence and their families.; No physical address, PO Box address: SAHELI INC., PO BOX 1345, BURLINGTON MA 01803, website: WWW.SAHELIBOSTON.ORG; Start Date 06/2017; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Advisory Board Member. General assistance][ARP Sunset LLC; Rental property; 70 Cynthia Road, Dedham, MA 02026; Start Date 04/2014; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent][Rental Property; Offer property on rental basis; 183 Prospect St, Unit 2, Cambridge, MA 02139; Start Date 04/2021; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; collect rent][ARP 906 Main St LLC; To buy and rent out space to eligible renters as a sober home to recovering addicts; 70 Cynthia Rd, Dedham MA02026; Start Date 06/2026; Role/Title: Partner; Investment Related; 2 hours per month; 1 hours per month during securities trading hours; collect rent]

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-11
• S63 Uniform Securities Agent State Law Examination
  1993-09-20