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Fatema Asgarali Udaipurwala

Eagle Strategies LLC

San Francisco, CA

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-10-28
  • CA RA
    APPROVED
    Since 2020-10-28

Branch Locations

425 Market Street Suite 1800, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Silver Transitions Financial & Insurance Solutions San Francisco CA 06/2026 Present
New York Life Insurance Company San Francisco CA 01/2018 Present
Nylife Securities, Llc San Francisco CA 05/2018 Present
Stockpro Advisors Mumbai 09/2016 12/2017
Green Sands Equity San Francisco CA 08/2015 09/2016
Eagle Strategies Llc San Francisco CA 10/2020 Present
  • 06/2026 → Present
    Silver Transitions Financial & Insurance Solutions
    San Francisco, CA
  • 01/2018 → Present
    New York Life Insurance Company
    San Francisco, CA
  • 05/2018 → Present
    Nylife Securities, Llc
    San Francisco, CA
  • 09/2016 → 12/2017
    Stockpro Advisors
    Mumbai
  • 08/2015 → 09/2016
    Green Sands Equity
    San Francisco, CA
  • 10/2020 → Present
    San Francisco, CA
Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through ASH Brokerage; 425 Market St, Suite 1600 San Francisco, CA 94109; Start Date 01/2022; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Financial Women of San Francisco; I'm a co-chair for the programs committee, and co-chairs become part of the board; 268 Bush Street #2822 San Francisco, CA 94104-3503; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours; Host monthly programs committee meetings, create agendas, and get updates on events being hosted by the organization] [OPERATING UNDER THE DBA NAME OF SILVER TRANSITIONS FINANCIAL & INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (SAN FRANCISCO, CA); START DATE: 06/2026]

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-06-28
  • S63 Uniform Securities Agent State Law Examination
    2018-06-28
Designations
Other Names
  • Fatima Udaipurwala
  • Fatema Udaipurwala

View on SEC IAPD

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