Yolanda Colon

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

• 08/2025 → Present
  New York Life Insurance Company
  New York, NY
• 09/2007 → 07/2025
  Crisil Coalition Greenwich
  Stamford, CT
• 02/2026 → Present
  Nylife Securities Llc
  New York, NY
• 08/2026 → Present
  Eagle Strategies Llc
  New York, NY

Previous Registrations

• 2001-05-04 → 2003-04-28
  Ubs Financial Services Inc.
  Stamford, CT

Exams

• S66 Uniform Combined State Law Examination
  2026-06-29
• S65 Uniform Investment Adviser Law Examination
  2000-09-19
• S63 Uniform Securities Agent State Law Examination
  1997-10-09

Other Names

• Yolanda Cruz
• Yolanda Colon
• Yolanda C Finley