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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-12-04 |
| PA | RA | APPROVED | 2012-06-22 |
Branch Locations
595 E. Swedesford Rd. Suite 300, Wayne, PA 19087 • United States
Royersford, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Bala Cynwyd | PA | 02/2009 | Present |
| Nylife Securities Llc | Bala Cynwyd | PA | 11/2009 | Present |
| Eagle Strategies Llc | Bala Cywyd | PA | 06/2012 | Present |
| Karalius & Associates Insurance And Financial Services, Llc | Bala Cynwyd | PA | 07/2020 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 81 HOME ROAD HATBORO, PA 19040; START DATE 07/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF KARALIUS & ASSOCIATES INSURANCE AND FINANCIAL SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BALA CYNWYD, PA; START DATE: 07/2020] [BNI Langhorne; As Vice President, I am the leader of a networking group in the Langhorne PA area. I am a backup to run the meetings as well as keep track of attendance and referrals given. Thanks!; 5 S. State Street Newtown, PA 18940; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 12 hours per month; 12 hours per month during securities trading hours][Royersford Parks and Recreation Commission; committee to help with various tasks connected to events that are being hosted in the parks within Royersford borough. ; 300 Main Street Royersford, PA 19468; Start Date 09/2024; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; Support the efforts of the committee with events][Royersford Parks and Recreation Board; treasurer -tracking ongoing expenses; 300 Main Street Royersford, PA 19468; Start Date 02/2026; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-12 |
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