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Christopher Lee Santelli

Eagle Strategies LLC

Palmyra, NY

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-07
  • NY RA
    APPROVED
    Since 2021-08-07

Branch Locations

New York Life 229 E. Main Street Suite B, Palmyra, NY 14522 • 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
OrganizationCityStateFromTo
Eagle Strategies Corp Fairport NY 11/2003 Present
New York Life Insurance Company Fairport NY 04/2003 Present
Nylife Securities Inc Fairport NY 05/2003 Present
Santelli Financial Group, Llc Palmyra NY 10/2015 Present
  • 11/2003 → Present
    Eagle Strategies Corp
    Fairport, NY
  • 04/2003 → Present
    New York Life Insurance Company
    Fairport, NY
  • 05/2003 → Present
    Nylife Securities Inc
    Fairport, NY
  • 10/2015 → Present
    Santelli Financial Group, Llc
    Palmyra, NY
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 229 E main st suite B Palmyra, NY 14522; Start Date 01/2006; Role/Title: Insurance Broker; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SANTELLI 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; PALMYRA, NY; START DATE: 10/2015] [Fire Art LLC; I'm a certified pyrotechnician for shooting professional firework shows. This would consist of only a couple of shows per year.; 1812 Schilling Rd Palmyra NY 14522; Start Date 08/2016; Role/Title: Independent Contractor; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [Anthony Poselovich Memorial Foundation; board member; start date 08/2013; PO Box 1123 Fairport, NY 14450; 10 hours per month-1 during sec hours; This a not for profit and we help assist families with children who have cancer with medical needs, death expenses and family activities; help make decisions on approving applications for families in need,Help organize fundraising for the foundation]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-03-25
S63 Uniform Securities Agent State Law Examination 1999-06-03
  • S65 Uniform Investment Adviser Law Examination
    2003-03-25
  • S63 Uniform Securities Agent State Law Examination
    1999-06-03

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