Joseph M Garrel

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

• 10/2009 → Present
  New York Life Insurance Company
  Brooklyn, NY
• 11/2009 → Present
  Nylife Securities Llc
  Brooklyn, NY
• 04/2014 → 05/2022
  Garrel Financial & Insurance, Inc. Dba Garrel Financial & Insura
  Great Neck, NY
• 01/2017 → Present
  Eagle Strategies Llc
  Lake Success, NY
• 01/2018 → 05/2022
  Rassler Financial Strategies
  Sunrise, FL
• 09/2021 → Present
  Garrel Miani Financial Group Inc. Garrel Miani Financial Group
  Miami, FL

Other Businesses

[INSURANCE BROKERING; OPERATING UNDER THE DBA NAME OF GARREL MIANI FINANCIAL GROUP INC. D/B/A GARREL MIANI FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MIAMI, FL; START DATE: 09/2021] [GMFG SOUTHARD ST LLC; This is an LLC I created that owns my business condo in Key West; 3000 NE 188th St Apt 407 Aventura, FL 33180; Start Date 05/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Namaste Bacalar LLC; I own a rental property in Bacalar, Mexico. The interest in the property is owned by a US LLC by the name, Namaste Bacalar LLC; 3000 NE 188th St, Apt 407 Aventura, FL 33180; Start Date 02/2026; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; I will be participating in performance calls with the management company. Otherwise, my wife will be running this business.]

Exams

• S66 Uniform Combined State Law Examination
  2016-12-21
• S63 Uniform Securities Agent State Law Examination
  2010-05-14

Other Names

• Joseph M Garrel
• Joseph Maurice Garrel