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Nicole Marie Pizzi

Eagle Strategies LLC

Wayne, PA

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-07
NJ RA APPROVED 2025-03-06
  • PA RA
    APPROVED
    Since 2025-03-07
  • NJ RA
    APPROVED
    Since 2025-03-06

Branch Locations

595 E Swedesford Road Suite 300, Wayne, PA 19087 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Bala Cynwyd PA 03/2010 Present
Nylife Securities Llc Bala Cynwyd PA 08/2012 Present
Karalius & Associates Insurance And Financial Services, Llc Wayne PA 03/2025 Present
Eagle Strategies Llc Wayne PA 03/2025 Present
Accessible Home Health Care Of The Main Line Ardmore PA 09/2023 Present
  • 03/2010 → Present
    New York Life Insurance Company
    Bala Cynwyd, PA
  • 08/2012 → Present
    Nylife Securities Llc
    Bala Cynwyd, PA
  • 03/2025 → Present
    Karalius & Associates Insurance And Financial Services, Llc
    Wayne, PA
  • 03/2025 → Present
    Wayne, PA
  • 09/2023 → Present
    Accessible Home Health Care Of The Main Line
    Ardmore, PA
Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 595 E Swedesford Rd Suite 300 Wayne, PA 19087; Start Date 08/2024; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 0 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; WAYNE PA; START DATE: 03/2025] [Jean and John Pizzi LLC; LLC is my grandparents property that was passed down/it was placed in an LLC for estate planning purposes/I purchased all shares of the LLC 09/01/25 and renamed the LLC back to my grandparents name; 1025 W Lancaster Avenue Bryn Mawr PA 19010; Start Date 11/2023; Role/Title: Member; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Responsible for property taxes, insurance premiums, licensing fees and maintenance/repairs.] [Accessible Home Health Care of The Main Line ; Caregiver.; 344 Ardmore Ave, Ardmore PA 19003; Start Date 09/2023; Role/Title: Employee; Not Investment Related; 120 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-05
S63 Uniform Securities Agent State Law Examination 2013-03-19
  • S65 Uniform Investment Adviser Law Examination
    2025-03-05
  • S63 Uniform Securities Agent State Law Examination
    2013-03-19

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