James William Bartolomei

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

Authority	Category	Status	Date
NJ	RA	APPROVED	2021-11-10

NJ RA
APPROVED

Since 2021-11-10

Branch Locations

Bordentown, NJ • United States

3000 Atrium Way Suite 330, Mt. Laurel, NJ 08054 • 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

Organization	City	State	From	To
Nylife Securities Llc	Mt. Laurel	NJ	10/2013	Present
New York Life Insurance Company	Mt. Laurel	NJ	09/2013	Present
Eagle Strategies Llc	Mt. Laurel	NJ	11/2021	Present

10/2013 → Present

Nylife Securities Llc

Mt. Laurel, NJ
09/2013 → Present

New York Life Insurance Company

Mt. Laurel, NJ
11/2021 → Present

Eagle Strategies Llc

Mt. Laurel, NJ

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 55 Schanck Road, Ste A-14, Freehold, NJ 07728; Start Date 01/2017; Role/Title: Independent Contractor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-18
S63	Uniform Securities Agent State Law Examination	2015-11-20

S66 Uniform Combined State Law Examination

2021-10-18
S63 Uniform Securities Agent State Law Examination

2015-11-20

Other Names

James William Bartolomei

View on SEC IAPD