David Kober

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

• 08/2016 → Present
  New York Life Insurance Company
  New York, NY
• 08/2016 → Present
  Nylife Securities Llc
  New York, NY
• 05/2017 → Present
  Eagle Strategies Llc
  New York, NY

Previous Registrations

• 2014-08-26 → 2016-08-23
  Msi Financial Services, Inc.
  New York, NY

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1410 York Ave, #3C, New York, NY 10021; start date 5/2014; 2 hours per month; commissions; investment related] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty products; 1410 York Ave, #3C, New York, NY 10021; start date 05/2015; 1 hour per month; commissions; investment related] [NYLARC Holding Company, Inc.; Make investments in NYLARC private placement to have investments in reinsurance book of business through NYL production; 2999 NORTH 44TH ST, Phoenix AZ 85018; Start Date 11/2023; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Hemophilia Association of NJ Membership Services Committee Member; Review applications for financial assistance from low-income families to the Hemopholia Association of New Jersey.; 197 Route 18 South, Suite 206 North, East Brunswick, NJ 08816; Start Date 01/2024; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; I help review applications for financial assistance from individual families. The committee discusses the applications via email, and we submit written votes to either accept or decline assistance.] [Rental Property; Own property that is rented to tenants on an annual basis. Collect rental income. Aventura, Florida; 27 Shelter Rock Road, Manhasset, NY 11030; Start Date 12/2019; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; collect rent]

Exams

• S66 Uniform Combined State Law Examination
  2014-03-07