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Lynne Joy Carlo

Eagle Strategies LLC

New York, NY

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
NJ RA APPROVED 2014-04-07
  • NY RA
    APPROVED
    Since 2021-08-03
  • NJ RA
    APPROVED
    Since 2014-04-07

Branch Locations

51 Madison Avenue, New York, NY 10010 • 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
OrganizationCityStateFromTo
New York Life Insurance Company Ny NY 06/1996 Present
Nylife Securities Llc New York NY 09/1998 Present
Eagle Strategies Llc Austin TX 05/2011 Present
  • 06/1996 → Present
    New York Life Insurance Company
    Ny, NY
  • 09/1998 → Present
    Nylife Securities Llc
    New York, NY
  • 05/2011 → Present
    Eagle Strategies Llc
    Austin, TX
Other Businesses

INVESTMENT ADVISOR AFFILICATED WITH EAGLE STRATEGIES LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-04-23
S63 Uniform Securities Agent State Law Examination 2000-06-09
  • S66 Uniform Combined State Law Examination
    2011-04-23
  • S63 Uniform Securities Agent State Law Examination
    2000-06-09
Other Names
  • Lynne J Carlo
  • Lynne Joy Carlo
  • Lynne Joy Rabke
  • Lynne Joy Rabke

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
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