Ardal Powell

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

• 12/2016 → Present
  Nylife Securities Llc
  New Windsor, NY
• 11/2016 → Present
  New York Life Insurance Co.
  New Windsor, NY
• 05/2016 → 11/2016
  Unemployed
  Beacon, NY
• 09/2023 → Present
  Eagle Strategies Llc
  New Windsor, NY
• 07/2026 → Present
  Longevity Strategies Llc
  Fishkill, NY

Other Businesses

[Howland Chamber Music Circle; Presents an annual series of classical music concerts at the Howland Cultural Center in Beacon NY.; PO Box 17, Annandale-on-Hudson, NY 12540; Start Date 07/2019; Role/Title: Officer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;460 Temple Hill Rd, New Windsor, NY 12553; Start Date 01/2020; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [Book Author; Scholarly writings published by university presses in .; 510 Main St #7, Beacon NY 12508; Start Date 06/1991; Role/Title: Independent Contractor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; My publication s continue to earn royalties of under $100 per annum from sales ] [flutehistory.com; Educational website with supplementary information to my book for Yale University Press, London, 2002; www.flutehistory.com; Start Date 01/2002; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Folkers Flute Company Limited dba Folkers & Powell; Manufactured and sold musical instruments; PO Box 148, Hillsdale NY 12529 USA; Start Date 06/1984; Role/Title: Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours;Partner: operations, marketing, sales, miscellaneous management] [MUSIC WORD MEDIA GROUP LTD - Dormant; I founded this company in 2010. It ceased operations in 2013.; PO Box 307, 834 Route 203, Spencertown, New York 12165, US; Start Date 10/2010; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LONGEVITY STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (FISHKILL, NY); START DATE: 07/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-28
• S63 Uniform Securities Agent State Law Examination
  2017-01-24

Designations

• Chartered Financial Consultant