Christopher Luis Mcdonald

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

• 02/2013 → Present
  Nylife Securities Llc
  Chicago, IL
• 01/2013 → Present
  New York Life Insurance Co
  Chicago, IL
• 03/2016 → Present
  Eagle Strategies Llc
  Chicago, IL

Other Businesses

[Insurance Brokering; appointed with various carriers for the purpose of brokering non registered insurance products; 500 West Madison Avenue, Suite 1725, Chicago, Il 60661; Start Date 04/2016; Role/Title: Employee; Investment Related; 10 hours per month; 5 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-13
• S63 Uniform Securities Agent State Law Examination
  2013-04-09

Designations

• Certified Financial Planner