Edward Burnett

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

• 06/2022 → Present
  New York Life Insurance Company
  Boston, MA
• 01/2022 → 06/2022
  Unemployed
  Little Compton, RI
• 07/2011 → 12/2021
  Wheaton College
  Norton, MA
• 09/2022 → Present
  Nylife Securities Llc
  Boston, MA
• 11/2024 → Present
  Eagle Strategies Llc
  Bridgewater, MA
• 11/2024 → Present
  Riverrise Financial, Llc
  Bridgewater, MA

Other Businesses

[Little Compton Business Owners Networking Group; To bring together business owners that are located or serve Little Compton, Rhode Island. Members will meet monthly for the purposes of networking.; 6 Dons Lane, Little Compton, RI 02837; Start Date 06/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Develop organization structure, coordinate meetings, facilitate meetings, and recruit members] [Scholarship Little Compton Board; Board Member. A 501c3 organization that has been providing financial support to Little Compton students who are pursuing post-secondary; PO Box 928 Little Compton, RI 02837; Start Date 06/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; award scholarships to those who have applied. Help plan and execute a fundraising event for a scholarship] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2 Lakeshore Center, Bridgewater, MA 02324; Start Date 11/2024; Role/Title: Insurance Broker; Investment Related; 40 hours per month; 30 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RiverRise Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BRIDGEWATER MA; START DATE: 11/2024][Southeast Mass Professional Network; Provides an opportunity for local professionals to network with each other.; 159 Torrey Street, Brockton, MA 02301; Start Date 12/2023; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; ATTEND WEEKLY MEETINGS][Little Compton Community Center Board; The mission of the Community Center has been to provide recreational, educational, social and cultural programming for the enrichment of the Little Compton community.; 34 Commons, Little Compton, RI 02837; Start Date 05/2024; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; treasurer][The Commons Foundation ; Supporting the creation of housing for members of the Little Compton community; PO Box 152, Little Compton, RI 02837; Start Date 04/2025; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-05
• S63 Uniform Securities Agent State Law Examination
  2022-11-03

Other Names

• Edward Thomas Burnett