Alberto Quiroz Mota

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

• 05/2015 → Present
  New York Life Insurance Company
  New York, NY
• 06/2015 → Present
  Nylife Securities Llc
  New York, NY
• 02/2024 → Present
  Eagle Strategies Llc
  New York, NY
• 05/2026 → Present
  Aqm Financial, Llc
  New York, NY

Previous Registrations

• 2012-10-01 → 2015-06-23
  J.P. Morgan Securities Llc
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
• 2012-09-05 → 2012-10-01
  Chase Investment Services Corp.
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY
  Bronx, NY

Other Businesses

[OPERATING UNDER THE DBA NAME OF AQM Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW YORK NY; START DATE: 05/2026]

Exams

• S66 Uniform Combined State Law Examination
  2024-02-09
• S63 Uniform Securities Agent State Law Examination
  2009-11-20

Other Names

• Alberto Quiroz
• Alberto Quiroz-Mota
• Alberto Quiroz
• Alberto Quiroz-Mota