Edward Philip Hawley

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

• 08/2013 → 05/2019
  Nylife Securities Llc
  Glendale, CA
• 12/2012 → 05/2019
  New York Life Insurance Company
  Glendale, CA
• 05/2019 → Present
  New York Life Insurance Company
  Chicago, IL
• 05/2019 → Present
  Nylife Securities Llc
  Chicago, IL
• 11/2021 → Present
  Eagle Strategies Llc
  Chicago, IL
• 01/2024 → Present
  Alpha Solutions Group
  Chicago, IL

Other Businesses

[INSURANCE BROKERING - APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 12/2012] [Golden Bull Restaurant; minority owner percentage. passive investor. No management responsibilities; 170 W Channel Rd, Santa Monica, CA 90402; Start Date 01/2018; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Cryptocurrency Investment; I own Bitcoin; Coinbase - 548 Market St #23008, San Francisco, CA 94104; Start Date 05/2018; Role/Title: No role, passive investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Rental Property; Condiminium Rental Property - My wife and I, upon moving from our former residence, rented out our condiminium.; 1846 W Armitage #2W, Chicago, IL, 60622; Start Date 08/2020; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [OPERATING UNDER THE DBA NAME OF ALPHA SOLUTIONS GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (CHICAGO, IL); START DATE: 01/2024]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-12
• S63 Uniform Securities Agent State Law Examination
  2013-11-06

Other Names

• Ned Hawley