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Joseph Richard Brida

Eagle Strategies LLC

Melville, NY

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-30
TX RA APPROVED_RES 2021-06-03
  • NY RA
    APPROVED
    Since 2021-07-30
  • TX RA
    APPROVED_RES
    Since 2021-06-03

Branch Locations

520 Broad Hollow Rd, Melville, NY 11747 • 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 Insurance Co Syosset NY 09/1979 Present
Nylife Securities Inc. Melville NY 06/1982 Present
Nylife -Eagle Strategies Melville NY 06/1998 Present
Wealth Conservation Group, Inc Melville NY 01/2001 Present
Eagle Strategies Llc Melville NY 06/2021 Present
  • 09/1979 → Present
    New York Insurance Co
    Syosset, NY
  • 06/1982 → Present
    Nylife Securities Inc.
    Melville, NY
  • 06/1998 → Present
    Nylife -Eagle Strategies
    Melville, NY
  • 01/2001 → Present
    Wealth Conservation Group, Inc
    Melville, NY
  • 06/2021 → Present
    Melville, NY
Other Businesses

INVESTMENT ADVISER REPRESENTATIVE AFFILIATED WITH EAGLE STRATEGIES LLC. OWNS WEALTH CONSERVATION GROUP, INC., OFFERING FINANCIAL PLANNING, LIFE, DI, LETC AND WEALTH MANGEMENT. J & B STABLES 10 AUDUBON GATE/MILLER PLACE/NY/11764 RACE HORSE OWNERSHIP/MINORITY INTEREST BY AGENT JOSEPH BRIDA OWNER 100% CORPORATION/ANY REVENUE IS DIRECTED BACK INTO ORGANIZATION TO COVER VARIOUS COSTS/AGENT NOT ACTIVELY INVOLVED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-12-05
S63 Uniform Securities Agent State Law Examination 1984-10-02
  • S65 Uniform Investment Adviser Law Examination
    1998-12-05
  • S63 Uniform Securities Agent State Law Examination
    1984-10-02
Designations

View on SEC IAPD

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