Sean Aaron Andersen

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

• 11/2012 → Present
  New York Life Insurance Company
  Roseville, CA
• 12/2012 → Present
  Nylife Securities Llc
  Roseville, CA
• 10/2017 → Present
  Eagle Strategies Llc
  Yuba City, CA
• 07/2022 → Present
  Aligned Insurance And Financial Solutions
  Yuba City, CA

Other Businesses

[Rental Property; Renting 4 real estate properties; 718 bridge st Suite a, Yuba city, CA 95991; Start Date 04/2024; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;440 N Palora Suite G, Yuba City, CA 95991; Start Date 03/2019; Role/Title: Insurance Broker; Investment Related; 6 hours per month; 6 hours per month during securities trading hours] [Estate Planning Professionals Yuba Sutter; Provide a forum where members may exchange views and become better acquainted with each other and their work;Encourage better understanding and cooperation among professionals who participate in all of the various phases of estate planning;; 1215 Plumas St # 1800, Yuba City, CA 95991; Start Date 01/2017; Role/Title: Board Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [Property and Casualty Sales; broker home and auto insurance;; 440 N Palora Suite G, Yuba City, CA 95991; Start Date 04/2021; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [Loan - Installment Note; private loan; 440 N Palora, Suite G, Yuba City, CA 95991; Start Date 03/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [OPERATING UNDER THE DBA NAME OF ALIGNED INSURANCE AND FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; YUBA CITY, CA; START DATE: 07/2022]

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-08-02

Designations

• Chartered Financial Consultant

Other Names

• Sean Aaron Andersen
• Sean Aaron Johnson