Tia Nicholette Pappas

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

• 08/2023 → Present
  New York Life Insurance Company
  Salt Lake City, UT
• 11/2016 → 02/2023
  Habits At Work
  Chicago, IL
• 02/2023 → 08/2023
  Ichra Start Up
  Salt Lake City, UT
• 06/2015 → 10/2016
  St. Mark's Hospital
  Salt Lake City, UT
• 10/2023 → Present
  Nylife Securities Llc
  Salt Lake City, UT
• 10/2024 → Present
  Eagle Strategies Llc
  Sandy, UT
• 02/2025 → Present
  Mathas Financial Group Llc
  Sandy, UT

Other Businesses

[Diamond T Investments, LLC dba The Pappas Ranch; Agriculture and rental property; 1819 S 2500 E Salt Lake City, Utah 84108; Start Date 09/2023; Role/Title: Owner; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours] [BRATLAB, LLC DBA Habits at Work ; Owner 2.4% Profit Shares; 1018 Maple Ave, Evanston, IL 60602; Not investment related; Professional Services and Sales Training; 1 hour per month, 0 hours during trading hours; Start Date: 2020; Advising on business strategy and making referrals to potential customers] [OPERATING UNDER THE DBA NAME OF Mathas Financial Group LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; SANDY UT; START DATE: 02/2025]

Exams

• S66 Uniform Combined State Law Examination
  2024-10-06
• S63 Uniform Securities Agent State Law Examination
  2023-11-19