Nathan Mayer Zimmer

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:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-09-05
LA	RA	APPROVED	2024-02-09

TX RA
APPROVED

Since 2024-09-05
LA RA
APPROVED

Since 2024-02-09

Branch Locations

Metairie, LA • 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

Organization	City	State	From	To
New York Life Insurance Company	New Orleans	LA	01/2018	Present
Nylife Securities Llc	New Orleans	LA	08/2019	Present
University Of New Orleans	New Orleans	LA	06/2016	05/2018
Eagle Strategies Llc	Metairie	LA	02/2024	Present

01/2018 → Present

New York Life Insurance Company

New Orleans, LA
08/2019 → Present

Nylife Securities Llc

New Orleans, LA
06/2016 → 05/2018

University Of New Orleans

New Orleans, LA
02/2024 → Present

Eagle Strategies Llc

Metairie, LA

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1520 Brockenbraugh St. Metairie, LA 70005; Start Date 08/2022; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 1 hours per month during securities trading hours]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-19
S63	Uniform Securities Agent State Law Examination	2020-08-13

S66 Uniform Combined State Law Examination

2024-01-19
S63 Uniform Securities Agent State Law Examination

2020-08-13

View on SEC IAPD