Donald Edward Lippencott

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

• 06/1983 → Present
  New York Life Ins Co
  Melville, NY
• 12/1983 → Present
  Nylife Securities Inc.
  Melville, NY
• 05/2000 → Present
  Eagle Strategies
  Melville, NY
• 01/2003 → Present
  Lippencott Financial Group
  Port Jefferson, NY
• 05/2020 → Present
  Westwind Farm And Stables Llc
  Riverhead, NY

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS VIA DBA LIPPENCOTT FINANCIAL GROUP] [MICRO MEDICAL SOLUTIONS, INC.; CORPORATE TRUST CENTER 1209 ORANGE ST. WILMINGTON DELAWARE 19801; START DATE 01/2014; ROLE/TITLE: INVESTOR; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [MATHER FOUNDATION; MATHER FOUNDATION IS A GROUP THAT RAISES PROCEEDS FOR MATHER MEMORIAL HOSPITAL.; PORT JEFFERSON, NY; START DATE 10/2014; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [HCBM PARTNERS; PASSIVE OWNER-SCUDERI GROUP LLC; NON INVESTMENT RELATED;1220 WALNUT RD BOHEMIA NY 11716; START DATE 03/2010] [10 HAWKINS AVE. LLC; RESIDENTIAL HOME RENTAL; 73 SHORE RD. EAST SETAUKET, NY 11733; START DATE 06/2015; OWNER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [THEATER THREE; BOARD MEMBER OF LOCAL COMMUNITY THEATER; MAIN STREET PORT JEFFERSON NY 11777; START DATE 07/2015; BOARD MEMBER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Robert Keleher Family Foundation.; Provides Educational scholarships to the local community High School graduates.; 167 E. Main Street East Islip, NY 11730; Start Date 07/2018; Role/Title: Director; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; review nominations for scholarships and provide guidance on the investment trust fund assets] [Mather Hospital; Board Member; heath care organization; 75 North Country Road Port Jefferson NY 11777; Start Date 01/2019; Board Member; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Attend Board meetings to run the administration of the hospital-finance committee] [NYLARC Holding Company, Inc.; Reinsuring the life insurance I write with NY Life.; 51 Madison Ave NY NY 10010; Start Date 07/1997; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Brewer Lane Ventures Fund 1; Venture capital investment fund; 1209 Orange St. Wilmington, Del 19801; Start Date 12/2019; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Westwind Farm And Stables LLC.; This is a horse farm and equestrian center for boarding horses and horseback riding lessons; 5105 sound ave Riverhead, NY 11790; Start Date 05/2020; Role/Title: Owner; Not Investment Related; 40 hours per month; 0 hours per month during securities trading hours] [D.E. Lippencott, INC. - Dormant; inactive corp; Technology Dr. Suite 260 East Setauket NY 11733; Start Date 01/1996; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [L & M Realty Corp. - Dormant; Real estate holding company; New York; Start Date 07/2002; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Legacy Preservation Partners LLC. - Dormant; Insurance sales; NEW YORK; Start Date 07/2002; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][JPF Foundation; foster the development of culinary skills for formerly incarcerated and returning veterans; P.O. Box 28 Barrington RI 02806; Start Date 08/2025; Role/Title: Director; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-07-24