Paul Michael Szkotak

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

• 10/2011 → 10/2019
  Main Street Fine Homes
  Haddonfield, NJ
• 10/2019 → 09/2020
  Integrated Wealth Strategies
  Cherry Hill, NJ
• 10/2020 → Present
  New York Life Insurance Co.
  Horsham, PA
• 01/2022 → Present
  Nylife Securities Llc
  Horsham, PA
• 11/2023 → Present
  Eagle Strategies Llc
  Horsham, PA

Other Businesses

[Main Street Fine Homes (MSFH); MSFH is the management company that handles all of the daily activities of renting and operating 13 residential rental properties; 100% owner; 230 Kings Hwy. E. #203, Haddonfield, NJ 08033; start 04/2013; Owner; 20 hours per month, 10 hours during securities trading hours; real estate related] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 4 Chrysanthemum Ct. Sewell, NJ 08080; Start Date 03/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [NAIFA; Group Membership, Onboarding, Retention, Referral Recognition & Reactivation ; 1000 Wilson Blvd Ste 1890 Arlington VA 22209; Start Date 01/2025; Role/Title: Board Member; Investment Related; 5 hours per month; 5 hours per month during securities trading hours; Vice Chair of Onboarding, Retention & Reactivation]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-01
• S63 Uniform Securities Agent State Law Examination
  2022-02-14

Other Names

• Paul M Szkotak