Tom E Sunny

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

• 05/2016 → 11/2016
  Unemployed
  Des Plaines, IL
• 11/2016 → Present
  New York Life Insurance Company
  Schaumburg, IL
• 02/2017 → Present
  Nylife Securities Lls
  Schaumburg, IL
• 10/2018 → Present
  Eagle Strategies Llc
  Schaumburg, IL
• 04/2020 → Present
  Sunny Financial Strategies, Llc
  Schaumburg, IL

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products ; 20 N Martingale Rd, Suite 400. Schaumburg, IL 60173; Start Date 02/2020; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SUNNY FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SCHAUMBURG, IL; START DATE: 04/2020] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 02/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][NAIFA Illinois; National Association of Insurance and Financial Advisors, Illinois Chapter. Promote advocacy and growth within the financial services industry. ; P.O. Box 13365, Springfield, IL 62791; Start Date 01/2025; Role/Title: Board Member; Investment Related; 4 hours per month; 1 hours per month during securities trading hours; membership and marketing director]

Exams

• S66 Uniform Combined State Law Examination
  2018-10-09
• S63 Uniform Securities Agent State Law Examination
  2017-05-09

Other Names

• Tom Sunny
• Tom E Sunny
• Tom Eroorickal Sunny