Andrew Ellis Mcreynolds

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

• 11/2008 → Present
  Nylife Securities Llc
  Los Angeles, CA
• 07/2008 → Present
  New York Life Insurance Company
  Los Angeles, CA
• 08/2015 → Present
  Eagle Strategies Llc
  Glendale, CA
• 03/2021 → Present
  Monarch Grove Wealth Strategies & Insurance Solutions
  Los Angeles, CA
• 08/2021 → 05/2024
  Ellis Insurance & Financial Group Llc
  Baton Rouge, LA

Other Businesses

[INSURANCE BROKERING; FOR ANY NYL AND NON NYL INSURANCE AND SECURITIES.; 801 N BRAND BLVD PENTHOUSE LEVEL, GLENDALE CA 91203; START DATE 11/2013; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Truth Actually LLC; Film Idea that was never made; Dormant company; Lexington Ave Hollywood CA; Start Date 04/2010; Role/Title: Volunteer; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [5 Strong Entertainment LLC; Dormant Company; Shoots amatuer web based video content; Lexington Ave Hollywood CA; Start Date 04/2012; Role/Title: Volunteer; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [ICIRUS LLC; Dormant Business; An online web series that was done as part of 5 Strong Ent. that lasted a few episodes.; Lexington Ave Hollywood CA; Start Date 04/2012; Role/Title: Volunteer; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF THE MONARCH GROUP WEALTH STRATEGIES & INSURANCE SOLUTIONS LLC D/B/A MONARCH GROVE WEALTH STRATEGIES & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LOS ANGELES, CA; START DATE: 03/2021]

Exams

• S66 Uniform Combined State Law Examination
  2015-07-27
• S63 Uniform Securities Agent State Law Examination
  2008-12-12