Paloma Alvarado

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

• 12/2014 → Present
  Nylife Securities Llc
  Dallas, TX
• 08/2014 → Present
  New York Life Insurance Company
  Dallas, TX
• 04/2024 → Present
  Eagle Strategies Llc
  Frisco, TX
• 01/2025 → Present
  Levanta Wealth Strategies, Llc
  Dallas, TX

Other Businesses

[Rental Property; Purchase of a home for the purpose of renting the property.; 2309 Huskey St Garland, TX 75041; Start Date 06/2020; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; COLLECT RENT] [Rental Property - 3933 Upland Way; Renting a house; 3933 Upland Way Garland, TX 75042; Start Date 04/2022; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2008 Lake Side Ln. Plano, TX, 75023; Start Date 01/2025; Role/Title: Owner; Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LEVANTA WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (DALLAS, TX); START DATE: 01/2025][Bella Gardens ; Board member for Bella Gardens which is a non profit that provides early childcare to underserved community.; 6850 S Cockrell Hill Rd Dallas, TX 75236; Start Date 01/2026; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; attend the monthly board meetings and support with the strategic plan. This might look like attending fundraising events and helping the founder with promoting the events]

Exams

• S66 Uniform Combined State Law Examination
  2024-04-20
• S63 Uniform Securities Agent State Law Examination
  2015-02-26