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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-12-04
  • NY RA
    APPROVED
    Since 2024-12-04

Branch Locations

255 Route 17K, Newburgh, NY 12550 • United States

300 Westage Drive Suite 130 Fishkill, Ny 12524 Suite 130 , Fishkill, NY 12524 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc New Windsor NY 09/2014 Present
New York Life Insurance Co New Windsor NY 12/2013 Present
Goel Financial New Windsor NY 10/2018 Present
Eagle Strategies Llc New Windsor NY 12/2024 Present
  • 09/2014 → Present
    Nylife Securities Llc
    New Windsor, NY
  • 12/2013 → Present
    New York Life Insurance Co
    New Windsor, NY
  • 10/2018 → Present
    Goel Financial
    New Windsor, NY
  • 12/2024 → Present
    New Windsor, NY
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products and through Advisors Insurance Brokers; 460 Temple Hill Rd New Windsor, NY 12553; Start Date 10/2018; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Real Estate Investment; I am investing in a fix up house that is to be sold; 231 Broughton Avenue, Bloomfield, NJ 07003; Start Date 02/2021; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GOEL FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW WINDSOR, NY; START DATE: 10/2018][BNI Gateway; Individuals get together to network once a week. There is no financial component to this. ; 460 Temple Hill Rd New Windsor, NY 12553; Start Date 09/2025; Role/Title: President; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; chapter president[Goel Management Group; Group is set up to hire staff and pay agent expenses for things such as seminars, events, payroll, etc.; 4 Old Creek Rd Newburgh, NY 12550; Start Date 10/2025; Role/Title: Owner; Not Investment Related; 10 hours per month; 4 hours per month during securities trading hours; president]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-30
S63 Uniform Securities Agent State Law Examination 2018-11-13
  • S65 Uniform Investment Adviser Law Examination
    2024-11-30
  • S63 Uniform Securities Agent State Law Examination
    2018-11-13

View on SEC IAPD

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