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Mark Paul Cereghino

Eagle Strategies LLC

Saint Louis, MO

CRD 1179605

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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:

Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2001-02-01
  • MO RA
    APPROVED
    Since 2001-02-01

Branch Locations

Saint Louis, MO • 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. St Louis MO 07/1982 Present
Nylife Securities Inc. St. Louis MO 04/1983 Present
Marco Financial, Llc St. Louis MO 08/2010 01/2026
Eagle Strategies Llc Creve Coeur MO 05/2006 Present
  • 07/1982 → Present
    New York Life Insurance Co.
    St Louis, MO
  • 04/1983 → Present
    Nylife Securities Inc.
    St. Louis, MO
  • 08/2010 → 01/2026
    Marco Financial, Llc
    St. Louis, MO
  • 05/2006 → Present
    Creve Coeur, MO
Other Businesses

[KETC - Public TV; 1750 S. Brentwood Blvd, #851, St Louis, MO 63144; Start Date: 05/2005; Role/Title: Chair Person; Not investment related; 3 hours per month] [Java Jived; singer in an accapella vocal jazz group; 34 Algonquin Wood Pl St Louis MO 63122; Start Date 01/2017; Role/Title: Singer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [St Louis Symphony Legacy Advisory Committee; Attend committee meetings, answer questions about planned giving.; 718 N. Grand Blvd St louis MO 63103; Start Date 06/2021; Role/Title: Volunteer; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [St Louis Ballroom Dancers; President of an non-profit group that promotes Ballroom Dancing in St Louis.; 34 Algonquin Wood Pl St Louis, MO 63122; Start Date 10/2021; Role/Title: Officer; Not Investment Related; 3 hours per month; 1 hours per month during securities trading hours; teach classes] [First Congregational Church of Webster Groves - Facilities and Finance Committee; This all volunteer committee makes recommendation to the Executive Committee for improvements to the church's building and property. They also look for tenants to rent space within the church. Committee member of the Facilities and Finance Committee ; 10 W. Lockwood Ave Webster Groves MO 63119; Start Date 03/2023; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Insurance Brokering ; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 34 Algonquin Wood St louis MO 63122; Start Date 01/2025; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-08-23
  • S63 Uniform Securities Agent State Law Examination
    1984-08-23

View on SEC IAPD

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