Steven Forrest Belcher

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

• 09/1995 → Present
  New York Life Ins Co
  Fort Lauderdale, FL
• 10/1995 → Present
  Nylife Securities Inc.
  Ft Lauderdale, FL
• 06/2006 → Present
  Belcher & Company
  Fort Myers, FL
• 10/2013 → Present
  Mahoney Financial Organization, Llc
  Fort Myers, FL
• 02/2025 → Present
  M&A Executive Benefit Insurance Solutions, Llc
  Fort Myers, FL

Other Businesses

[OPERATING UNDER THE DBA NAME OF BELCHER & COMPANY FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 2041 W. FIRST STREET FORT MEYERS, FL 33901; START DATE: 06/2006] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ROLE/TITLE: ASSOCIATE ; FORT MYERS, FL ; START DATE: 10/2013] [MAHONEY&ASSOCIATES; EXECUTIVE BENEFITS AND COMPENSATION CONSULTING; 2455 E SUNRISE BLVD SUITE 300 FORT LAUDERDALE FL 33304; START DATE 11/2013; ROLE/TITLE: BENEFITS CONSULTANT-COMMISSION ON SALES; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Belcherosa South, LLC; Operate commercial real estate; 1766 Maryln Rd, Fort Myers, FL 33901; Start Date: 11/2011; Role/Title: Manager; Investment related; 1 hour per month; 0 hours per month during securities trading hours] [COMPASS ROSE FOUNDATION; DIRECTOR-BOARD MEMBER; NON INVESTMENT RELATED; START DATE 09/2002; NON PROFIT SE FLORIDA VOCATIONAL COLLEGE] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave. New York, NY 10010; Start Date 06/2018; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Rotary Club of Fort Myers; Civic organization that promotes goodwill through charitable giving; 2101 Mcgregor Blvd Fort Myers, Fl 33901; Start Date 07/2022; Role/Title: Officer President Elect ; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Attend monthly board meetings, coordinate members on community service projects] [OPERATING UNDER THE DBA NAME OF M&A Executive Benefit Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ROLE/TITLE: ASSOCIATE ; FORT MYERS, FL ; START DATE: 02/2025]

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-12-19
• S65 Uniform Investment Adviser Law Examination
  2004-10-04