Eric Alan Gibboney

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

• 05/2013 → Present
  New York Life Insurance Company
  Roseville, CA
• 03/2014 → Present
  Nylife Securities Llc
  Roseville, CA
• 10/2018 → Present
  Eagle Strategies, Llc
  Santa Rosa, CA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 149 Stony Circle, Suite 200 Santa Rosa, ca 95401; Start Date 07/2019; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 2 hours per month during securities trading hours] [Rental Property; We would like to rent out our existing residence home in Santa Rosa, CA ; 1630 clover drive SR CA 95401; Start Date 04/2021; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours;oversee the listing of our residence listing and the securement of a residence in southern california for 4 months] [Rental Property - Granny Unit; Convert existing structure to a granny unit. plan to rent it out in the future; 1630 Clover Dr Santa rosa, ca 95401; Start Date 12/2023; Role/Title: Owner; Investment Related; 6 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-24
• S63 Uniform Securities Agent State Law Examination
  2014-07-15

Other Names

• Eric A Gibboney