Matthew A Delaney

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

• 01/2012 → 05/2021
  Unemployed
  Cedar Grove, NJ
• 09/2018 → 05/2022
  The College Of New Jersey
  Trenton, NJ
• 06/2021 → 08/2021
  Saint George Greek Orthodox Church
  Asbury Park, NJ
• 06/2021 → 08/2021
  Wayne Hills Diner
  Wayne, NJ
• 06/2021 → 08/2022
  Assembly Of Canonical Orthodox
  New York, NY
• 03/2022 → Present
  New York Life Insurance Company
  Saddle Brook, NJ
• 11/2022 → Present
  Nylife Securities Llc
  Saddle Brook, NJ
• 11/2024 → Present
  Eagle Strategies Llc
  Saddle Brook, NJ

Other Businesses

[Northern New Jersey Young Adult League; A religious organization that seeks to bring together the Orthodox Christian young adults of Northern New Jersey; 215 E Grove St Westfield NJ 07090; Start Date 09/2024; Role/Title: Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; general board member that helps in coordinating various events and function throughout the year for this organization] [Business Networking International - Playmakers Chapter; Professional Organization for building business relationships and receiving referrals; 1928 US 22 Scotch Plains NJ 07076; Start Date 10/2024; Role/Title: Educator/Instructor; Investment Related; 9 hours per month; 0 hours per month during securities trading hours; Chapter education and training on topics related to business and networking that are already provided by the BNI organization] [St George Greek Orthodox Church of Clifton, NJ; Byzantine Chanter. Provider of the religious music that is contained within the services of the Eastern Orthodox Church; 818 Valley Road Clifton NJ 07013; Start Date 09/2024; Role/Title: Volunteer; Not Investment Related; 7 hours per month; 0 hours per month during securities trading hours; trained chanter in Byzantine Music]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-07
• S63 Uniform Securities Agent State Law Examination
  2023-04-27