David Pierce

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

• 07/2013 → Present
  Nylife Securitites Llc
  Waltham, MA
• 07/2013 → Present
  New York Life Ins Co
  Waltham, MA
• 03/2026 → Present
  Eagle Strategies Llc
  Watertown, MA
• 08/2026 → Present
  Mcguire & Wright Financial Group Llc
  Watertown, MA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 15 Morrison Rd Watertown MA 02472; Start Date 06/2026; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MCGUIRE & WRIGHT FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (WATERTOWN, MA); START DATE: 08/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-27
• S63 Uniform Securities Agent State Law Examination
  2014-11-25

Other Names

• David Patrick Pierce