George James Costakis

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

• 02/1972 → Present
  New York Life Insurance Company
  New York, NY
• 10/1982 → Present
  Nylife Securities Llc
  Deerfield, IL
• 05/2003 → Present
  Eagle Strategies Llc
  Deerfield, IL

Other Businesses

[INSURANCE BROKERING; I AM APPOINTED WITH MULTIPLE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS THAT INCLUDE FIXED ANNUITIES, HEALTH INSURANCE, GROUP ANNUITIES, LIFE PRODUCTS, AND DISABILITY INSURANCE. THIS IS COMMISSIONS-BASED INCOME FOR WHICH I DEVOTE TEN HOURS PER MONTH.] [NYLARC Holding Company, Inc.; Reinsuring the life insurance I write with New York Life; 51 Madison Ave, New York, NY 10010; Start Date 01/1994; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Property and Casualty sales; Brokering Property and Casualty Insurance products if the client was in need.; 520 Lake Cook Road, Suite 600, Deerfield, IL 60015; Start Date 08/2019; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Cryptocurrency Investment; Trying to gain profit from crypto currency market, Coinbase.com - Online; 612 OAK KNOLL DR. LAKE FOREST, IL 60045; Start Date 01/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor]

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-09-24

Designations

• Chartered Financial Consultant