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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2012-04-05
  • FL RA
    APPROVED
    Since 2012-04-05

Branch Locations

138 Dockside Terrace, Weston, FL 33327 • United States

2500 North Military Trail Suite 300, Boca Raton, FL 33431 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Fort Lauderdale FL 10/2009 Present
Nylife Securities Llc Sunrise FL 12/2009 Present
Mahoney Financial Organization Llc Fort Lauderdale FL 09/2009 Present
Eagle Strategies Llc Fort Lauderdale FL 03/2012 Present
Rassler Financial Strategies Sunrise FL 07/2013 Present
The Bridge Group, Inc. Boca Raton FL 04/2022 Present
M&A Executive Benefit Insurance Solutions, Llc Weston FL 03/2025 Present
  • 10/2009 → Present
    New York Life Insurance Company
    Fort Lauderdale, FL
  • 12/2009 → Present
    Nylife Securities Llc
    Sunrise, FL
  • 09/2009 → Present
    Mahoney Financial Organization Llc
    Fort Lauderdale, FL
  • 03/2012 → Present
    Fort Lauderdale, FL
  • 07/2013 → Present
    Rassler Financial Strategies
    Sunrise, FL
  • 04/2022 → Present
    The Bridge Group, Inc.
    Boca Raton, FL
  • 03/2025 → Present
    M&A Executive Benefit Insurance Solutions, Llc
    Weston, FL
Previous Registrations
  • 1991-03-25 → 2009-10-27
    Ft Lauderdale, FL
    Ft Lauderdale, FL
  • 1997-01-29 → 2008-11-19
    Family Wealth Counselors, Inc.
    Fort Lauderdale, FL
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH SEVERAL CARRIES FOR THE PURPOSE OF SELLING NON-NYL REG PRODUCTS; INVESTMENT RELATED- UNDER DBA MAHONEY FINANCIAL ORGANIZATION LLC] [JUNIOR ACHIEVEMENT OF S. FL; BOARDMEMBER; NON INVESTMENT RELATED; START DATE 11/2009] [PAUL L. RODENSKY FOUNDATION FOR THE ARTS INC; board member; non investment related; start date 10/2009] [LOVEWELL INSTITUTE FOR THE CREATIVE ARTS; BOARD MEMBER; NON INVESTMENT RELATED; START DATE 10/2009]] [OPERATING UNDER THE DBA NAME OF RASSLER FINANCIAL STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: SUNRISE, FL; START DATE: 07/2013] [NOVA SOUTHEASTERN UNIVERSITY; PRIVATE, NOT FOR PROFIT UNIVERSITY; 3301 COLLEGE AVE, FORT LAUDERDALE, FL, 33314; START DATE 11/2011; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 20 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [The Creative Learning Center, LLC; Promotes social and emotional experiential learning opportunities for students; 1000 W. McNab Rd., #320, Pompano Beach, FL 33069; Start Date 10/2015; Role/Title: Owner; Not Investment Related; 10 hours per month; 4 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance I write with NYLife.; 51 Madison Ave, NY, NY 10010; Start Date 08/2014; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours;passive investor] [OPERATING UNDER THE DBA NAME OF THE BRIDGE GROUP, INC.FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BOCA RATON, FL; START DATE: 04/2022] [Family Wealth Counselors, Inc. - Dormant; This is an entityI created back when I used to do fee-based estate planning as an independent RIA. It is now dormant. I just pay the annual Florida filing fee to retain ownership of the name.; 138 Dockside Terrace, Weston, FL 33327; Start Date 08/1996; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Weston Bar Association; An association of attorneys, business and community leaders organized to promote the common business interests, public perception and reputation of attorneys practicing or residing in or around the City of Weston, Florida.; 1792 Bell Tower Lane, Weston, FL 33326; Start Date 11/2017; Role/Title: Board Member; Not Investment Related; 16 hours per month; 4 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF M&A Executive Benefit Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES ; INVESTMENT RELATED; ASSOCIATE; WESTON FL; START DATE: 03/2025]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-05
S63 Uniform Securities Agent State Law Examination 1993-07-20
  • S65 Uniform Investment Adviser Law Examination
    1996-11-05
  • S63 Uniform Securities Agent State Law Examination
    1993-07-20
Designations

View on SEC IAPD

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