Samuel Evan Strum

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

• 10/2017 → Present
  Nylife Securities Llc
  Chicago, IL
• 05/2017 → Present
  New York Life Insurance Company
  Chicago, IL
• 06/2015 → 06/2017
  Broadway Asia International
  New York, NY
• 06/2020 → Present
  Field Financial Strategies, Llc
  Chicago, IL
• 06/2020 → Present
  Eagle Strategies Llc
  Chicago, IL

Other Businesses

[Broadway Goes A Cappella; Producing a concert where theatre and a cappella professionals sing Broadway show tunes a cappella.; 254 West 54th Street, New York, NY 10019; Start Date 12/2018; Role/Title: Partner; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FIELD FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; NEW YORK, NY; START DATE: 06/2020] [20s and 30s Board of the Marlene Meyerson JCC Manhattan; We help develop programs for the 20s and 30s group at the Marlene Meyerson JCC Manhattan; 334 AMSTERDAM AVE AT 76TH ST, NEW YORK, NY 10023; Start Date 09/2017; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours;work on subcommittees helping create new programs to be implemented for 20s and 30s programming. I attend 20s and 30s events as a representative] [FolksPat Media Group, Inc. ; Providing a new vidoe game and music entertainment medium and associated technology for public consumption.; 16030 Ventura Blvd, Suite 260, Encino, CA 91436; Start Date 04/2023; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Cadence Music NFP; Cadence Music NFP provides opportunities for individuals of all backgrounds, ages, and ability levels to unlock their future in the world of music through education, inspiration, and exploration.; PO Box 14547, Chicago, IL 60614; Start Date 03/2025; Role/Title: Board Member; Not Investment Related; 5 hours per month; 1.5 hours per month during securities trading hours; help with developing and reviewing fiscal procedures, fundraising plans, and the annual budget of the executive committee]

Exams

• S66 Uniform Combined State Law Examination
  2020-06-20
• S63 Uniform Securities Agent State Law Examination
  2018-04-19

Other Names

• Sam Strum