Anthony Christopher Ferreri

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

• 05/2020 → Present
  New York Life Insurance Company
  Melville, NY
• 05/2013 → 11/2020
  New Country Motor Car Group
  Saratoga Springs, NY
• 06/2021 → Present
  Nylife Securities Llc.
  Melville, NY
• 03/2025 → Present
  Eagle Strategies Llc
  Melville, NY

Other Businesses

[Ferreri Construction Inc. (Dormant); Contracting company; 22 Nancy Dr Sayville NY 11782; start 10/2009; no compensation; 0 hours; non-investment related] [The Greater Sayville Chamber of Commerce; Non-profit org of businesses & professional people working together to make Sayville and the surrounding hamlets a better place to live and do business. provide advocacy and support to local businesses and stimulate the economy within our community.; 175 N Main St, Sayville, NY 11782; Start Date 04/2022; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Attend board meetings (review and vote on new members), participate in volunteering my time in town clean ups, attend and assist in setting up ribbon cutting ceremonies for new business owners in town. Network with other business owners][LeTip International; Business networking referral group.; 7895 W. Sunset Rd. Suite 101 Las Vegas NV, 89052; Start Date 04/2025; Role/Title: Board Member; Investment Related; 6 hours per month; 0 hours per month during securities trading hours; vice president][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 520 Broadhollow Road Melville NY 11747; Start Date 07/2025; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-18
• S63 Uniform Securities Agent State Law Examination
  2021-10-04