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David N Burt

Eagle Strategies LLC

Bridgewater, MA

CRD 6291112

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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

AuthorityCategoryStatusDate
MA RA APPROVED 2023-11-03
  • MA RA
    APPROVED
    Since 2023-11-03

Branch Locations

2 Lakeshore Center 2Nd Floor, Bridgewater, MA 02324 • 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
OrganizationCityStateFromTo
New York Life Ins Co Bridgewater MA 01/2014 Present
Nylife Securities, Llc Bridgewater MA 02/2014 Present
Eagle Strategies Llc Bridgewater MA 10/2023 Present
  • 01/2014 → Present
    New York Life Ins Co
    Bridgewater, MA
  • 02/2014 → Present
    Nylife Securities, Llc
    Bridgewater, MA
  • 10/2023 → Present
    Eagle Strategies Llc
    Bridgewater, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-02-26
  • S63 Uniform Securities Agent State Law Examination
    2015-02-26
Designations
  • Chartered Financial Consultant

View on SEC IAPD

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