Gary T. Sunada

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

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-18

NY RA
APPROVED

Since 2025-03-18

Branch Locations

Syracuse, NY • 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

Organization	City	State	From	To
New York Life	Utica	NY	08/2006	Present
Nylife Securities	Fairport	NY	01/2007	Present
Eagle Strategies Llc	Syracuse	NY	03/2025	Present

08/2006 → Present

New York Life

Utica, NY
01/2007 → Present

Nylife Securities

Fairport, NY
03/2025 → Present

Eagle Strategies Llc

Syracuse, NY

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRDUCTS; 122 BUSINESS PARK DRIVE, UTICA, NY 13502]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-03-17
S63	Uniform Securities Agent State Law Examination	2007-01-13

S65 Uniform Investment Adviser Law Examination

2025-03-17
S63 Uniform Securities Agent State Law Examination

2007-01-13

View on SEC IAPD