Michael Golosovker

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

• 03/2013 → Present
  Nylife Securities Llc
  Waltham, MA
• 03/2013 → Present
  New York Life Ins Co
  Waltham, MA
• 12/2019 → Present
  Eagle Strategies Llc
  Nashua, NH
• 10/2020 → Present
  Champion Financial Strategies & Insurance Solutions
  Nashua, NH

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 47 Royal Crest Dr. 5th Floor Nashua, NH 03060; Start Date 05/2018; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CHAMPION FINANCIAL STRATEGIES & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NASHUA, NH; START DATE: 10/2020] [Noteworthy Chocolates, LLC; The business offers unique custom engraved chocolate for B2B and D2C. They are doing a friends and family investment round that I am interested in for up to $5,000. I just found out about it and the round closes on 3/20/21.; 213 Greenwood Avenue, Bethel, CT 06801; Start Date 03/2021; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; PASSIVE INVESTOR]

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-22
• S63 Uniform Securities Agent State Law Examination
  2013-05-01

Other Names

• Mickey Golosovker