Richard John Pinkos

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

• 11/1986 → Present
  New York Life Insurance Company
  Springfield, MA
• 11/1986 → Present
  Nylife Securities Llc
  Windsor, CT

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 360 BLOOMFIELD AVENUE, WINDSOR, CT; START DATE 02/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Pioneer Valley Christian School; BOARD MEMBER; NON INVESTMENT RELATED; START DATE 02/2013] [Polish Center for Discovery and Learning; Focus is on embracing our heritage.; South Street Chicopee, MA 010103; Start Date 05/2017; Role/Title: Officer; Not Investment Related; 10 hours per month; 1 hours per month during securities trading hours; Vice Chair of the Board. I am involved in 2 specific fund-raising activities for the Center. One is organizing the drive to sell Tee Signs for our Golf Tournament and the other is organizing the campaign to sell ads in our Program Book for our other major fundraiser, the so-called Krakus Event] [Springfield Symphony Orchestra Development Committee; Fund raising in support of the Symphony.; Main Street Springfield, MA 01109; Start Date 09/2016; Role/Title: Member; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours; I make phone calls to potential supporters, help organize such efforts, attend strategy sessions on the growth of the SSO] [Springfield Museums; On occasion, I present lectures at our local Science Museum. The Museum and its many buildings with the offerings therein provide cultural enrichment within the local community.; 21 Edwards Street Springfield, MA 01103; Start Date 06/2019; Role/Title: Educator/Instructor; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-04
• S63 Uniform Securities Agent State Law Examination
  1987-02-19

Designations

• Chartered Financial Consultant