Morel Mahotiere

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
TX	RA	APPROVED	2025-08-12
MA	RA	APPROVED	2024-05-06

TX RA
APPROVED

Since 2025-08-12
MA RA
APPROVED

Since 2024-05-06

Branch Locations

2 Lakeshore Center 2Nd Floor, Bridgewater, MA 02324 • 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

Organization	City	State	From	To
Nylife Securities Llc	Waltham	MA	07/2009	Present
New York Life Insurance Co.	Waltham	MA	06/2008	Present
Eagle Strategies Llc	Bridgewater	MA	04/2024	Present

07/2009 → Present

Nylife Securities Llc

Waltham, MA
06/2008 → Present

New York Life Insurance Co.

Waltham, MA
04/2024 → Present

Eagle Strategies Llc

Bridgewater, MA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2 Lakeshore Center 2nd Floor Bridgewater, MA 02324; Start Date 01/2022; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-04-03
S63	Uniform Securities Agent State Law Examination	2010-10-07

S65 Uniform Investment Adviser Law Examination

2024-04-03
S63 Uniform Securities Agent State Law Examination

2010-10-07

View on SEC IAPD