Best Investors Account Sign in

Andrew J Levenson

Eagle Strategies LLC

Waltham, MA

Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-05-22
  • MA RA
    APPROVED
    Since 2024-05-22

Branch Locations

201 Jones Road 5Th Floor, Waltham, MA 02451 • 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
OrganizationCityStateFromTo
New York Life Insurance Co Waltham MA 07/2007 04/2019
Nylife Securities Llc Waltham MA 07/2007 04/2019
Eagle Strategies Llc Waltham MA 11/2013 04/2019
Penn Mutual Life Insurance Co Horsham PA 04/2019 06/2020
Hornor Townsend & Kent Horsham PA 04/2019 06/2020
Guardian Life Insurance Company Middleton MA 07/2020 02/2024
Park Avenue Securities Middleton MA 07/2020 02/2024
New York Life Insurance Co Waltham MA 02/2024 Present
Nylife Securities Llc Waltham MA 04/2024 Present
Eagle Strategies Llc Waltham MA 05/2024 Present
  • 07/2007 → 04/2019
    New York Life Insurance Co
    Waltham, MA
  • 07/2007 → 04/2019
    Nylife Securities Llc
    Waltham, MA
  • 11/2013 → 04/2019
    Waltham, MA
  • 04/2019 → 06/2020
    Penn Mutual Life Insurance Co
    Horsham, PA
  • 04/2019 → 06/2020
    Hornor Townsend & Kent
    Horsham, PA
  • 07/2020 → 02/2024
    Guardian Life Insurance Company
    Middleton, MA
  • 07/2020 → 02/2024
    Park Avenue Securities
    Middleton, MA
  • 02/2024 → Present
    New York Life Insurance Co
    Waltham, MA
  • 04/2024 → Present
    Nylife Securities Llc
    Waltham, MA
  • 05/2024 → Present
    Waltham, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-21
S63 Uniform Securities Agent State Law Examination 1982-10-12
  • S66 Uniform Combined State Law Examination
    2011-12-21
  • S63 Uniform Securities Agent State Law Examination
    1982-10-12
Other Names
  • Andrew Jay Levenson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Waltham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor