Abby Laine Gross

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

• 10/2016 → Present
  Nylife Securities Llc
  Pittsburgh, PA
• 09/2016 → Present
  New York Life Insurance Co
  Pittsburgh, PA
• 03/2024 → Present
  Beechwoods Financial Solutions
  Falls Creek, PA
• 12/2025 → Present
  Eagle Strategies Llc
  Falls Creek, PA

Other Businesses

[Beechwoods Real Estate LLC; Beechwoods Real Estate LLC owns the office building we are housed in, as well as the apartment above it.; 52 Main St Falls Creek, PA 15840; Start Date 10/2018; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 52 Main St Falls Creek PA 15840; Start Date 06/2020; Role/Title: Owner; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BEECHWOODS FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (FALLS CREEK, PA); START DATE: 03/2024]

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-11-18

Designations

• Certified Financial Planner

Other Names

• Abby Laine Smith