Bryan Donald Wulz

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
GA	RA	APPROVED	2003-10-31

GA RA
APPROVED

Since 2003-10-31

Branch Locations

Marietta, GA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ny Life Insurance Company	Atlanta	CA	08/1984	Present
Nylife Securities Inc.	Atlanta	GA	08/1984	Present

08/1984 → Present

Ny Life Insurance Company

Atlanta, CA
08/1984 → Present

Nylife Securities Inc.

Atlanta, GA

Other Businesses

[Insurance Brokering; Appointed with various outside insurance carriers for the purpose of brokering non-registered insurance products; Start Date: 12/2001; Role/Title: Insurance Broker; Investment related]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-11-12
S63	Uniform Securities Agent State Law Examination	1985-03-06

S65 Uniform Investment Adviser Law Examination

1998-11-12
S63 Uniform Securities Agent State Law Examination

1985-03-06

Designations

Chartered Financial Consultant

Other Names

Bryan D Wulz

View on SEC IAPD