Thomas Angelo Messina

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
  New York Life Insurance Company
  Saddle Brook, NJ
• 04/2015 → Present
  Nylife Securities Llc
  Saddle Brook, NJ
• 07/2015 → 05/2017
  Old Tappan Recreational
  Old Tappan, NJ
• 05/2019 → 09/2025
  Compass Wealth Strategies
  Saddle Brook, NJ
• 09/2022 → Present
  Eagle Strategies Llc
  Saddle Brook, NJ
• 10/2025 → Present
  Nexus Wealth Strategies Llc
  Saddle Brook, NJ

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 303 West Main St, Suite 200, Freehold NJ 07728; Start Date 01/2018; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Mahwah Chamber of Commerce; chamber of commerce; One International Boulevard, Suite 211 | Mahwah, NJ 07495; Start Date 01/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; help plan events] [Rental Property - Madison Ave; my wife and I own a 2 family house. We live in one unit and rent out the other; 71 Madison Ave, Park Ridge NJ 07656; Start Date 11/2020; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [OPERATING UNDER THE DBA NAME OF NEXUS WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (SADDLE BROOK, NJ); START DATE: 10/2025]

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-16
• S63 Uniform Securities Agent State Law Examination
  2016-03-31