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Cyrielle Cecil Rivera

Eagle Strategies LLC

New York, NY

Bronx, NY

CRD 6216920

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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:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-22
NY RA APPROVED 2022-01-25
  • TX RA
    APPROVED_RES
    Since 2026-04-22
  • NY RA
    APPROVED
    Since 2022-01-25

Branch Locations

1 World Trade Center 39Th Floor, New York, NY 10007-0090 • United States

Bronx, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc New York NY 04/2014 Present
New York Life Insurance Company New York NY 06/2013 Present
Elle Financial Strategies New York NY 12/2020 Present
Eagle Strategies Llc New York NY 01/2022 Present
The Firm Financial Group, Llc New York NY 10/2025 Present
  • 04/2014 → Present
    Nylife Securities Llc
    New York, NY
  • 06/2013 → Present
    New York Life Insurance Company
    New York, NY
  • 12/2020 → Present
    Elle Financial Strategies
    New York, NY
  • 01/2022 → Present
    New York, NY
  • 10/2025 → Present
    The Firm Financial Group, Llc
    New York, NY
Other Businesses

[[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 120 Broadway Suite 2900, New York, NY 10271; Start Date 11/2017; Role/Title: Insurance Broker; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ELLE FINANCIAL STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW YORK, NY; START DATE: 12/2020] [Boss Lady; Networking group to connect professional women to each other. Educational seminars, not finance related. Networking events. Pop up shops so women can exhibit their businesses; 3764 Bronx Blvd, Bronx, NY 10467; Start Date 03/2020; Role/Title: organizer/founder; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours;organizing networking events. Make promotional materials] [OPERATING UNDER THE DBA NAME OF The Firm Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW YORK, NY; START DATE: 10/2025]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-06
S63 Uniform Securities Agent State Law Examination 2020-06-30
  • S65 Uniform Investment Adviser Law Examination
    2022-01-06
  • S63 Uniform Securities Agent State Law Examination
    2020-06-30

View on SEC IAPD

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