Anthony Mazzella

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

• 04/2018 → Present
  Nylife Securities Llc
  Saddle Brook, NJ
• 10/2017 → Present
  New York Life Insurance Company
  Saddle Brook, NJ
• 01/2012 → 06/2022
  Brother Brunos Pizza Deli Bagel
  Wayne, NJ
• 01/2017 → 05/2017
  Keller Williams Real Estate
  Stroudsburg, NJ
• 08/2013 → 05/2017
  East Stroudsburg University
  East Stroudsburg, PA
• 12/2022 → 11/2023
  Podell Financial Group, Llc
  Fairfield, NJ
• 11/2023 → Present
  Eagle Strategies Llc
  Saddle Brook, NJ
• 07/2025 → Present
  True Path Wealth Strategies
  Saddle Brook, NJ

Other Businesses

[Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through Madison Brokerage; 65 Madison Ave, Suite 200 Morristown, NJ 07960; Start Date 11/2021; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF True Path Wealth Strategies FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SADDLE BROOK NJ; START DATE: 07/2025]

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-14
• S63 Uniform Securities Agent State Law Examination
  2019-08-27