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Marlon Jonis Altoe

Eagle Strategies LLC

Brooklyn, NY

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
TX RA APPROVED 2020-11-16
  • NY RA
    APPROVED
    Since 2021-08-03
  • TX RA
    APPROVED
    Since 2020-11-16

Branch Locations

Brooklyn, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities, Llc. New York NY 05/2017 Present
New York Life Insurance Co. New York NY 01/2017 Present
Parabellum Capital New York NY 06/2013 12/2016
Eagle Strategies Llc New York NY 10/2020 Present
  • 05/2017 → Present
    Nylife Securities, Llc.
    New York, NY
  • 01/2017 → Present
    New York Life Insurance Co.
    New York, NY
  • 06/2013 → 12/2016
    Parabellum Capital
    New York, NY
  • 10/2020 → Present
    New York, NY
Other Businesses

[Rental Property; 4036 Geraldus Ave., Memphis, TN 38111; Start Date: 10/2016; Role/Title: Owner; Investment related; 1 hour per month; 0 hours per month during securities trading hours] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 420 Lexington Ave., 15th FL. New York NY 10170; Start Date 07/2022; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Rental Property; I own a rental property (condo) with my partner in Park City, UT.; 1940 Prospector Ave., Unit 317. Park City, Utah 84060; Start Date 06/2022; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-09
S63 Uniform Securities Agent State Law Examination 2017-06-13
  • S65 Uniform Investment Adviser Law Examination
    2020-10-09
  • S63 Uniform Securities Agent State Law Examination
    2017-06-13
Other Names
  • Marlon J Altoe

View on SEC IAPD

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