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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-10-10
CT RA APPROVED 2022-05-18
  • TX RA
    APPROVED
    Since 2024-10-10
  • CT RA
    APPROVED
    Since 2022-05-18

Branch Locations

99 Hawley Lane Suite 404, Stratford, CT 06614 • 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 Co. Stratford CT 02/2006 Present
Nylife Securities Inc. Stratford CT 06/2006 Present
Bellara & Associates Stratford CT 01/2010 Present
Strategic Financial Group Llc Stratford CT 08/2016 Present
Soccerviza Fc Norwalk CT 08/2017 05/2021
Eagle Strategies Llc Stratford CT 05/2022 Present
  • 02/2006 → Present
    New York Life Insurance Co.
    Stratford, CT
  • 06/2006 → Present
    Nylife Securities Inc.
    Stratford, CT
  • 01/2010 → Present
    Bellara & Associates
    Stratford, CT
  • 08/2016 → Present
    Strategic Financial Group Llc
    Stratford, CT
  • 08/2017 → 05/2021
    Soccerviza Fc
    Norwalk, CT
  • 05/2022 → Present
    Stratford, CT
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA BELLARA & ASSOCIATES.] [OPERATING UNDER THE DBA NAME OF STRATEGIC FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; STRATFORD, CT; START DATE: 08/2016] [Bella Casa Group, LLC; single family condo unit purchase for rental income in CT.; 26 Apple Tree Lane, Woodbridge CT 06525- (address of business registration) personal residence; Start Date 02/2020; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Rental Property-Newington CT; Passive real estate investment property; 114 Cottonwood Road, Newington CT 06111; Start Date 11/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [Rental Property- South Windsor CT ; single family condo unit purchased for passive real estate rental income.; 1406 Summer Hill Drive South Windsor CT 06074; Start Date 07/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [Rental Property-Rocky Hill CT ; single family condo unit purchase for passive rental income.; 100 Brookwood Dr APT A Rocky Hill CT 06067-2707; Start Date 12/2020; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [Rental Property-Newington CT; Passive real estate investment property; 114 Cottonwood Road, Newington CT 06111; Start Date 11/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; spouse, Kristi Bellara is a joint owner on Real Estate banking accounts.][The Graphite Lab; Saas product led by AI to implement automation in the skilled service trades businesses ERP and CRM systems. The company engages in a subscription model and additional custom designs to increase automation within their software; 5749 W Pr Highland Hills Drive, Edinburgh, IN 46124; Start Date 11/2024; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-12
S63 Uniform Securities Agent State Law Examination 2007-07-14
  • S65 Uniform Investment Adviser Law Examination
    2023-07-12
  • S63 Uniform Securities Agent State Law Examination
    2007-07-14
Designations

View on SEC IAPD

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