Ammie Mareez Tolentino De Los Reyes

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

• 10/2019 → Present
  St. Peter's Hospital
  Albany, NY
• 10/2020 → Present
  New York Life Insurance Co
  Latham, NY
• 12/2018 → 10/2019
  Samaritan Hospital
  Troy, NY
• 06/2015 → 10/2018
  Paradise Valley Hospital
  National City, CA
• 11/2018 → 12/2018
  Unemployed
  San Diego, CA
• 06/2021 → Present
  Nylife Securities Llc
  Latham, NY
• 07/2023 → Present
  Eagle Strategies Llc
  Latham, NY

Other Businesses

-St. Peter's Hospital -non investment related -315 S. Manning Blvd. Albany NY 12208 -healthcare -registered nurse -12/2018 -24 hrs/month -0 hours during securities trading hours -caring for patients

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-07
• S63 Uniform Securities Agent State Law Examination
  2021-12-16