Theresa Castro

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

• 03/2023 → Present
  New York Life
  Saddle Brook, NJ
• 02/2022 → 09/2022
  Centercourt Sports
  Chatham, NJ
• 10/2022 → 01/2023
  Unemployed
  Randolph, NJ
• 01/2020 → 02/2022
  Deer Mountain Day Camp
  Pomona, NY
• 11/2019 → 12/2019
  Unemployed
  Randolph, NJ
• 09/2013 → 10/2019
  Tamarack Day Camp
  Randolph, NJ
• 06/2023 → Present
  Nylife Securities Llc
  Saddle Brook, NJ
• 01/2026 → Present
  Eagle Strategies Llc
  Saddle Brook, NJ

Other Businesses

[Horseneck Networking Group; Networking Group; 16 Lynwood Road Cedar Grove, NJ 07009; Start Date 05/2024; Role/Title: Leader; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; lead the meetings and communicate with potential new members.]

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-15
• S63 Uniform Securities Agent State Law Examination
  2023-08-25

Other Names

• Terry Castro