Mary Ann Sumulong Rivera

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
  New York, NY
• 11/2017 → Present
  New York Life Insurance Company
  New York, NY
• 08/2013 → 11/2017
  Philamlife
  Quezon City

Other Businesses

[Rental Property; Condominium property being rented out; Unit 23-D Seibu Towers 6th Ave cor 24th Bonifacio Global City; Start Date 01/2018; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 39th flr One World Trade Center , New York, NY; Start Date 02/2026; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 8 hours per month during securities trading hours] [Bergenfield Stigma Free Committee; a borough and county wide initiative to help promote mental health and wellness; 28 So Summit st Bergenfield NJ 07621; Start Date 04/2024; Role/Title: Officer; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; collaborate with the volunteers, school district, the borough and county to share and implement projects and events aimed at promoting mental health and wellness]

Exams

• S66 Uniform Combined State Law Examination
  2024-08-23
• S63 Uniform Securities Agent State Law Examination
  2018-08-08

Other Names

• Mary Ann Alcoriza Sumulong