Bradford Lassen Meigs

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:

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	1999-02-12

MA RA
APPROVED

Since 1999-02-12

Branch Locations

1 Lakeshore Center Suites 202-204, Bridgewater, MA 02324 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Nylife Securities Inc.	Waltham	MA	02/1974	Present
New York Life Ins Co	New York	NY	11/1974	Present

02/1974 → Present

Nylife Securities Inc.

Waltham, MA
11/1974 → Present

New York Life Ins Co

New York, NY

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 05/2002] [Trailcreek Organics Partners LLC; Investor in waste management; 126 Gerrish Lane, New Canaan, CT 06840; Start Date 08/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Trailcreek Environmental Holdings LLC; Waste management ; 126 Gerrish Lane New Canaan CT 06840; Start Date 07/2018; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor][Rockwood Park LLC; Real estate development investment ; 1700 District Avenue, Suite 310, Burlington, Ma 01803; Start Date 03/2026; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-01-12
S63	Uniform Securities Agent State Law Examination	1985-02-06

S65 Uniform Investment Adviser Law Examination

1999-01-12
S63 Uniform Securities Agent State Law Examination

1985-02-06

View on SEC IAPD