Louis Theodore Bosse

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

• 06/2013 → Present
  Nylife Securities Llc
  Bethesda, MD
• 02/2013 → Present
  New York Life Insurance Co
  Bethesda, MD
• 10/2016 → Present
  Voluntary Benefits System, Ltd
  Ellicott City, MD
• 04/2021 → Present
  Alpha Solutions Group
  Ellicott City, MD
• 05/2026 → Present
  Eagle Strategies Llc
  Ellicott City, MD

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATD; START DATE 03/2013] [RENTAL PROPERTY; OWNER; INVESTMENT RELATED; START DATE 03/2013] [OPERATING UNDER THE DBA NAME OF VOLUNTARY BENEFITS SYSTEM, LTD FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ELLICOTT CITY, MD; START DATE: 10/2016] [The Blue Valor Foundation; Charity set up to raise funds to provide scholarships and other support for the children and families of police officers killed in the line of duty. The scope of the foundation is limited to Maryland residents.; 1810 J York Rd Suite 368 Timonium, MD 21093; Start Date 02/2018; Role/Title: Board Member; Not Investment Related; 6 hours per month; 4 hours per month during securities trading hours; Assist in coordination of the tournaments as well as contacting potential sponsors to contribute to the foundation] [OPERATING UNDER THE DBA NAME OF ALPHA SOLUTIONS GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ELLICOTT, MD; START DATE: 04/2021][Bethany Lakes Homeowners Association; Home Owners Association Secretary ; 38366 Virginia Dr. Bethany Beach DE 19930; Start Date 04/2025; Role/Title: Board Member; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; Oversee the running of the association, track financials. interact with committees, deal with venders and management company]

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-16
• S63 Uniform Securities Agent State Law Examination
  2015-10-30

Other Names

• Ted Bosse
• Louis Theodore Bosse