Mohannad Mekawy Mekawy

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

• 04/2017 → 09/2019
  Jpmorgan Chase Bank
  Valley Stream, NY
• 09/2015 → 03/2017
  National Income Life Insurance Company
  Flushing, NY
• 10/2019 → Present
  New York Life
  New York, NY
• 11/2019 → Present
  Nylife Securities Llc
  New York, NY
• 04/2017 → 09/2019
  Jp Morgan Securities Llc
  Valley Stream, NY
• 12/2020 → Present
  Eagle Strategies Llc
  New York, NY

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 36-36 33rd st, Long island city NY 11106; Start Date 04/2026; Role/Title: Independent Contractor; Investment Related; 40 hours per month; 0 hours per month during securities trading hours]

Exams

• S66 Uniform Combined State Law Examination
  2020-11-12
• S63 Uniform Securities Agent State Law Examination
  2017-05-18