Aaron Michael Overlien

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

• 07/2008 → Present
  Nylife Securities, Llc
  New York, NY
• 07/2008 → Present
  New York Life Insurance Company
  Irvine, CA
• 11/2014 → Present
  Eagle Strategies Llc
  Laguna Hills, CA

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 4/2011] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life ; 51 Madison Avenue, New York, NY 10010 ; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2014-09-22
• S63 Uniform Securities Agent State Law Examination
  2010-06-01

Other Names

• Aaron Overlien