Andrew Jay Magenheim

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
  New York Life Insurance Co
  Cincinnati, OH
• 11/2008 → Present
  Nylife Securities Llc
  Cincinnati, OH
• 08/2012 → Present
  Eagle Strategies Llc
  Cincinnatti, OH
• 07/2018 → Present
  Pi E3 Financial Collaborative
  Cincinnati, OH

Other Businesses

[APPOINTED WITH VARIOUS COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS; 8 HRS MONTH;8044 MONTGOMERY RD., STE 400W, CINTI OH 45236; INSURANCE BROKER ; INVESTMENT RELATED; START DATE 6/2012] [OPERATING UNDER THE DBA NAME OF PI E3 FINANCIAL COLLABORATIVE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CINCINNATI, OH; START DATE: 07/2018]

Exams

• S66 Uniform Combined State Law Examination
  2012-08-13
• S63 Uniform Securities Agent State Law Examination
  2009-02-28

Other Names

• Andrew Jjay Magenheim