Dr. Alfredo Gerardo Discepolo

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

• 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
  Mml Investors Services Llc
  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
  Eagle Strategies Llc
  Mobile, AL
• 02/2023 → Present
  Latino & American Financial Group, Llc
  Pensacola, FL

Previous Registrations

• 2022-09-13 → 2022-11-23
  Mml Investors Services, Llc
  Pensacola, FL

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

• 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