Michael Marius Russo

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
NJ	RA	APPROVED	2023-03-07
PA	RA	APPROVED	2023-03-07

NJ RA
APPROVED

Since 2023-03-07
PA RA
APPROVED

Since 2023-03-07

Branch Locations

Palm Beach Gardens, FL • 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
Nationwide Funds Group	King Of Prussia	PA	09/2009	12/2016
Nationwide Fund Distributors Llc	King Of Prussia	PA	10/2009	12/2016
Massmutual	Cranbury	NJ	07/2019	09/2021
Unemployed	Southampton	PA	01/2017	01/2018
New York Life	Horsham	PA	01/2018	07/2019
Mml Investor Services Llc	Cranbury	NJ	06/2021	09/2021
Mml Investors Services Llc	Bala Cynwyd	PA	07/2019	02/2020
Aegis Investment Partners Llc	Holland	PA	09/2021	03/2022
New York Life Insurance Co	Saddle Brook	NJ	04/2022	Present
Nylife Securities Llc	Saddle Brook	NJ	04/2022	Present
Eagle Strategies Llc	Wall	NJ	03/2023	Present

09/2009 → 12/2016

Nationwide Funds Group

King Of Prussia, PA
10/2009 → 12/2016

Nationwide Fund Distributors Llc

King Of Prussia, PA
07/2019 → 09/2021

Massmutual

Cranbury, NJ
01/2017 → 01/2018

Unemployed

Southampton, PA
01/2018 → 07/2019

New York Life

Horsham, PA
06/2021 → 09/2021

Mml Investor Services Llc

Cranbury, NJ
07/2019 → 02/2020

Mml Investors Services Llc

Bala Cynwyd, PA
09/2021 → 03/2022

Aegis Investment Partners Llc

Holland, PA
04/2022 → Present

New York Life Insurance Co

Saddle Brook, NJ
04/2022 → Present

Nylife Securities Llc

Saddle Brook, NJ
03/2023 → Present

Eagle Strategies Llc

Wall, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-10
S63	Uniform Securities Agent State Law Examination	2022-09-06

S65 Uniform Investment Adviser Law Examination

2023-02-10
S63 Uniform Securities Agent State Law Examination

2022-09-06

View on SEC IAPD