Stacey Marie Miner

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 → 06/2018
  Steppingstone Outpatient
  Fall River, MA
• 10/2012 → 09/2016
  Key Program
  Wareham, MA
• 02/2017 → Present
  New York Life Insurance Co.
  Waltham, MA
• 05/2017 → Present
  Nylife Securities Llc
  Waltham, MA
• 05/2021 → Present
  Eagle Strategies Llc
  Bridgewater, MA
• 07/2022 → 12/2025
  Next Generation Wealth Llc
  Bridgewater, MA
• 06/2026 → Present
  Riverrise Financial, Llc
  Bridgewater, MA

Other Businesses

[Networking Group USA; I am on the board of a networking group. I help organize the meetings, email members, run the meetings, and make decisions with other board members about various things we need to do with the group.; 15 Thompson St. Halifax, MA 02338; Start Date 01/2018; Role/Title: Board Member; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours] [Stacey Miner DBA Stacey Miner; This DBA (Stacey Miner DBA Stacey Miner) will be solely used for accounting purposes to keep my personal and business expenses separate. This DBA was registered as a sole proprietorship.; 49 Taber St Fairhaven MA 02719; Start Date 04/2020; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Child and Family Services Board Member; Child and Family Services is a nonprofit organization that helps to strengthen family life in a variety of ways by offering services such as counseling, therapeutic mentoring, foster care, adoption placement and many other mental health services.; 3057 Acushnet Ave New Bedford MA 02745; Start Date 11/2021; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours;I am a board member which means I offer suggestions for how Child and Family services can improve in a variety of ways including but not limited to: how to keep staff, how to best allocate the budget, how to spread the word on what Child and Family services does, how to raise money, etc] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2 Lakeshore Center, 2nd Floor Bridgewater MA 02324; Start Date 07/2022; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RiverRise Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BRIDGEWATER MA; START DATE: 06/2026]

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-07
• S63 Uniform Securities Agent State Law Examination
  2017-12-13

Other Names

• Stacey Miner