Best Investors Account Sign in

Elizabeth Lynn Ariazi

Eagle Strategies LLC

Pittsfield, MA

CRD 5602541

Claim This Profile
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

AuthorityCategoryStatusDate
MA RA APPROVED 2021-07-30
  • MA RA
    APPROVED
    Since 2021-07-30

Branch Locations

100 North Street Suite 220, Pittsfield, MA 01201 • 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 Company Waltham MA 10/2008 Present
Nylife Securities Llc Waltham MA 10/2008 Present
Eagle Strategies Llc Pittsfield MA 07/2021 Present
Fairway Group, Llc Pittsfield MA 05/2026 Present
  • 10/2008 → Present
    New York Life Insurance Company
    Waltham, MA
  • 10/2008 → Present
    Nylife Securities Llc
    Waltham, MA
  • 07/2021 → Present
    Pittsfield, MA
  • 05/2026 → Present
    Fairway Group, Llc
    Pittsfield, MA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products] [Airbnb; Renting out my primary residence to other individuals through the airbnb website.; 869 Sandmill Road Cheshire, MA 01225; Start Date 10/2013; Role/Title: home owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [rental property; rental property with Shaun Klammer; 206 Ash St. Manchester, NH 03104; Start Date 12/2016; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FAIRWAY GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (PITTSFIELD, MA); START DATE: 05/2026]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-24
S63 Uniform Securities Agent State Law Examination 2008-12-10
  • S65 Uniform Investment Adviser Law Examination
    2021-06-24
  • S63 Uniform Securities Agent State Law Examination
    2008-12-10
Other Names
  • Libby Lynn Ariazi
  • Elizabeth Ariazi

View on SEC IAPD

More in Pittsfield, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor