Hailey Elizabeth Roberti

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

• 04/2024 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 09/2022 → 10/2023
  Paycom Software
  New Orleans, LA
• 05/2021 → 08/2023
  Daddy O Hotel
  Beach Haven, NJ
• 11/2021 → 01/2022
  Ulta Beauty
  Newtown, PA
• 01/2019 → 07/2019
  Playa Bowls
  Montgomery, NJ
• 05/2017 → 09/2018
  Community Park Pool
  Princeton, NJ
• 12/2023 → 05/2024
  Newtown Athletic Club
  Newtown, PA
• 08/2019 → 12/2023
  Tulane University
  New Orleans, LA
• 05/2014 → 07/2019
  Montgomery High School
  Skillman, NJ
• 03/2022 → 04/2022
  1Iota Productions
  New Orleans, LA
• 06/2021 → 07/2021
  Tuckers Restaurant
  Beach Haven, NJ
• 08/2022 → 09/2022
  True Food Kitchen
  New Orleans, LA
• 08/2018 → 09/2018
  Loeffler Pools Management
  Princeton, NJ
• 01/2025 → Present
  New York Life Insurance
  New York, NY
• 03/2025 → Present
  Nylife Securities Llc
  New York, NY
• 07/2026 → Present
  Eagle Strategies Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-23
• S63 Uniform Securities Agent State Law Examination
  2025-09-23