David Michael Martin

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
MA	RA	APPROVED	2026-07-15

MA RA
APPROVED

Since 2026-07-15

Branch Locations

2 Lakeshore Center 2Nd Floor, Bridgewater, MA 02324 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
Nylife Securities Llc	Waltham	MA	12/2024	Present
New York Life Insurance Company	Waltham	MA	11/2024	Present
Jordan's Furniture	Avon	MA	11/1997	12/2024
Eagle Strategies Llc	Bridgewater	MA	07/2026	Present

12/2024 → Present

Nylife Securities Llc

Waltham, MA
11/2024 → Present

New York Life Insurance Company

Waltham, MA
11/1997 → 12/2024

Jordan's Furniture

Avon, MA
07/2026 → Present

Eagle Strategies Llc

Bridgewater, MA

Other Businesses

[Wedding Officiant; officiate weddings; 22 White Clover Trail Plymouth MA 02360; Start Date 10/2025; Role/Title: Officiant; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-07-07
S63	Uniform Securities Agent State Law Examination	2025-04-14

S66 Uniform Combined State Law Examination

2026-07-07
S63 Uniform Securities Agent State Law Examination

2025-04-14

View on SEC IAPD