Anja Brooke Nickel

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

• 03/2015 → Present
  Nylife Securities Llc
  Bethesda, MD
• 09/2014 → Present
  New York Life Insurance Company
  Bethesda, MD
• 11/2020 → Present
  Eagle Strategies Llc
  Waltham, MA
• 02/2021 → Present
  Abn Financial Strategies, Llc
  Waltham, MA

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 6901 Rockledge Drive, Bethesda MD 20817; Start Date 04/2018; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ABN 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; WALTHAM, MA; START DATE: 02/2021] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [HR Alliance; 200 Little Falls St, Falls Church, VA 22046; Start Date 02/2019; Role/Title: Board Member; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2020-11-12
• S63 Uniform Securities Agent State Law Examination
  2015-09-30