Nancy Rose Mcaloon

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

• 10/2018 → Present
  New York Life Insurance Company
  Rockland, MA
• 12/2018 → Present
  Nylife Securities Llc
  Rockland, MA
• 08/2018 → 10/2018
  Unemployed
  Hingham, MA
• 06/2016 → 08/2018
  The Loon Group
  Hingham, MA
• 08/2026 → Present
  Eagle Strategies Llc
  Hingham, MA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS.; 16 Winthrop Road Hingham MA 02043; Start Date 01/2022; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Happy Dance LLC; register the LLC in MA for Tax purposes ; 16 Winthrop Road Hingham MA 02043; Start Date 01/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company Inc.; Re-insuring the life insurance I write with New York Life; 51 Madison Avenue Ny, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-13
• S63 Uniform Securities Agent State Law Examination
  2019-06-20

Other Names

• Nancy Labriola
• Nancy Rose Labriola