Joseph T Portello

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
NJ	RA	APPROVED	2022-07-25
NY	RA	APPROVED	2022-07-22

NJ RA
APPROVED

Since 2022-07-25
NY RA
APPROVED

Since 2022-07-22

Branch Locations

1 World Trade Center 39Th Floor, New York, NY 10007-0090 • 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
Self Employed	Brooklyn	NY	03/2013	Present
New York Life Insurance Co	New York	NY	02/2018	Present
Nylife Securities Llc	New York	NY	06/2018	Present
Eagle Strategies Llc	New York	NY	07/2022	Present
Portello Wealth Strategies	New York	NY	12/2022	08/2024
Portello Financial Group Llc	New York	NY	08/2024	Present
The Firm Financial Group, Llc	New York	NY	10/2025	Present

03/2013 → Present

Self Employed

Brooklyn, NY
02/2018 → Present

New York Life Insurance Co

New York, NY
06/2018 → Present

Nylife Securities Llc

New York, NY
07/2022 → Present

Eagle Strategies Llc

New York, NY
12/2022 → 08/2024

Portello Wealth Strategies

New York, NY
08/2024 → Present

Portello Financial Group Llc

New York, NY
10/2025 → Present

The Firm Financial Group, Llc

New York, NY

Other Businesses

[Insurance Brokering; 153 greenpoint ave #2f brooklyn ny 11222.; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Start date 04/2013; number of hours per month 5; Commissions] [OPERATING UNDER THE DBA NAME OF PORTELLO FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW YORK, NY; START DATE: 08/2024] [OPERATING UNDER THE DBA NAME OF The Firm Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW YORK, NY; START DATE: 10/2025][Italian American Civil Rights League - Manhattan Chapter; celebrating italian american culture; New York, NY 10013; Start Date 05/2026; Role/Title: President; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; lead discussions]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-15
S63	Uniform Securities Agent State Law Examination	2018-07-27

S66 Uniform Combined State Law Examination

2022-06-15
S63 Uniform Securities Agent State Law Examination

2018-07-27

Other Names

Joseph Todd Portello

View on SEC IAPD