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Dr. Alfredo Gerardo Discepolo

Eagle Strategies LLC

Pensacola, FL

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-27
FL RA APPROVED 2023-02-16
  • TX RA
    APPROVED_RES
    Since 2026-04-27
  • FL RA
    APPROVED
    Since 2023-02-16

Branch Locations

125 West Romana Street Suite 720, Pensacola, FL 32502 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Mobile AL 03/2018 02/2021
Eastman Musical Instruments Pomona CA 12/2013 01/2018
Meridan Musical Instruments Vina Del Mar 01/2015 02/2019
Northwestern Mutual Life Insurance Company Birmingham AL 02/2021 10/2021
Northwestern Mutual Investment Services, Llc Birmingham AL 02/2021 10/2021
New York Life Securities, Llc Mobile AL 03/2018 02/2021
Massmutual Life Insurance Co Metairie LA 08/2021 11/2022
Mml Investors Services Llc Metairie LA 10/2021 11/2022
New York Life Securities Llc Pensacola FL 12/2022 Present
New York Life Insurance Company Pensacola FL 11/2022 Present
Eagle Strategies Llc Mobile AL 01/2023 Present
Latino & American Financial Group, Llc Pensacola FL 02/2023 Present
  • 03/2018 → 02/2021
    New York Life
    Mobile, AL
  • 12/2013 → 01/2018
    Eastman Musical Instruments
    Pomona, CA
  • 01/2015 → 02/2019
    Meridan Musical Instruments
    Vina Del Mar
  • 02/2021 → 10/2021
    Northwestern Mutual Life Insurance Company
    Birmingham, AL
  • 02/2021 → 10/2021
    Northwestern Mutual Investment Services, Llc
    Birmingham, AL
  • 03/2018 → 02/2021
    New York Life Securities, Llc
    Mobile, AL
  • 08/2021 → 11/2022
    Massmutual Life Insurance Co
    Metairie, LA
  • 10/2021 → 11/2022
    Metairie, LA
  • 12/2022 → Present
    New York Life Securities Llc
    Pensacola, FL
  • 11/2022 → Present
    New York Life Insurance Company
    Pensacola, FL
  • 01/2023 → Present
    Mobile, AL
  • 02/2023 → Present
    Latino & American Financial Group, Llc
    Pensacola, FL
Previous Registrations
Other Businesses

NAME: CASTANEDA-DISCEPOLO CONSULTING LLC INV REL: Y ADDR: 1 TIMBER WAY, SUITE 200, DAPHNE AL 36526 NATURE: CONSULTING POSITION: PARTNER-CONSULTANT START: 02/25/2022 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 10 [OPERATING UNDER THE DBA NAME OF LATINO & AMERICAN 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); (PENSACOLA FL); START DATE: 02/2023]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-22
S63 Uniform Securities Agent State Law Examination 2020-01-10
  • S65 Uniform Investment Adviser Law Examination
    2022-08-22
  • S63 Uniform Securities Agent State Law Examination
    2020-01-10
Other Names
  • Gerardo Discepolo
  • Alfredo Gerardo Discepolo
  • Alfredo G Discepolo

View on SEC IAPD

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