Michele Lynne Colomba

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

• 07/2014 → Present
  Nylife Securities, Llc
  New York, NY
• 09/2013 → Present
  New York Life Insurance Co.
  New York, NY
• 07/2023 → Present
  Aergis Financial Strategies Llc
  New York, NY
• 09/2023 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products-through GA's Emerson Reid and Kafl Insurance Resources ; 120 Broadway, Suite 3300, New York, NY 10271; Start Date 12/2016; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Aergis Financial Strategies 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: 07/2023] [rental property; I own a house as an investment property. I have a tenant that pays me rental income, and a property manager who works with the tenant.; 3324 Green Dr Little Rock, AR 72209; Start Date 12/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-08-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Michelle Colomba