Gwendolyn Pudim Tibbals

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

• 01/1981 → Present
  New York Life Insurance Company
  New Haven, CT
• 02/1983 → Present
  Nylife Securities Inc.
  New Windsor, NY
• 12/2010 → Present
  The Invisible Hand Unplanned Financial Services
  Poughkeepsie, NY
• 08/2003 → Present
  Eagle Strategies Llc
  Poughkeepsie, NY

Other Businesses

[Convention of States; They work with state legislatures to agree to meet in convention with other states' representatives, for the purpose of wording and proposing possible amendment(s) to the U. S. Constitution, then to be sent to all states for ratification.; P.O.Box 1073, Purcellville, VA 20134; Start Date 07/2016; Role/Title: District Captain; Not Investment Related; 10 hours per month; 4 hours per month during securities trading hours] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; START DATE 06/2002; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED] [OPERATING UNDER THE DBA NAME OF THE INVISIBLE HAND UNPLANNED FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE 12/2010] [Order Sons of Italy In America, Joe DiMaggio Lodge; Member of Arbitration Committee to resolve disputes among members; 884 Route 376, Hopewell Junction, NY 12533; Start Date: 03/2015; Role/Title: Member; Not investment related] [Aristeia Education, Inc.; Founders Board for proposed charter school: Aristeia Charter School of Poughkeepsie; 14 Barclay Street, Poughkeepsie, NY 12601; Start Date 05/2023; Role/Title: Board Member; Not Investment Related; 20 hours per month; 10 hours per month during securities trading hours; prepare the agenda and write the minutes for our meetings; research various topics of concern; study and will implement the tasks in the charter school RFP, NY state; work with an attorney, as appropriate]

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-07-16
• S63 Uniform Securities Agent State Law Examination
  1984-09-28