Alexis Quaglieri

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

• 02/2017 → 11/2022
  Nylife Securities Llc
  New York, NY
• 07/2016 → 11/2022
  New York Life Insurance Co.
  New York, NY
• 08/2020 → 11/2022
  Eagle Strategies Llc
  New York, NY
• 11/2022 → 07/2023
  Lincoln Financial Advisors Corporation
  Lutherville, MD
• 07/2023 → Present
  New York Life Insurance Co.
  New York, NY
• 09/2023 → Present
  Nylife Securities Llc
  New York, NY
• 11/2023 → Present
  Eagle Strategies Llc
  New York, NY

Previous Registrations

• 2022-11-28 → 2023-07-17
  Osaic Fa, Inc.
  East Brunswick, NJ
  Lutherville, MD
• 2020-08-12 → 2022-12-07
  Eagle Strategies Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2020-07-31

Designations

• Certified Financial Planner

Other Names

• Alexis Nicole Davis
• Alexis Davis
• Alexis Nicole Quaglieri
• Alexis Quaglieri