Best Investors Account Sign in
Claim This Profile
Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2020-09-22
  • MA RA
    APPROVED
    Since 2020-09-22

Branch Locations

129 College Street, South Hadley, MA 01075 • 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
Kendrick Property Management Amherst MA 05/2014 05/2018
New York Life Insurance Company Waltham MA 05/2018 Present
Nylife Securities Llc Waltham MA 06/2018 Present
The College Of Saint Rose Albany NY 08/2016 05/2017
Eagle Strategies Llc Waltham MA 09/2020 Present
Retiree Financial & Insurance Services South Hadley MA 11/2023 Present
Mahoney Financial Organization, Llc Hadley MA 11/2023 Present
  • 05/2014 → 05/2018
    Kendrick Property Management
    Amherst, MA
  • 05/2018 → Present
    New York Life Insurance Company
    Waltham, MA
  • 06/2018 → Present
    Nylife Securities Llc
    Waltham, MA
  • 08/2016 → 05/2017
    The College Of Saint Rose
    Albany, NY
  • 09/2020 → Present
    Waltham, MA
  • 11/2023 → Present
    Retiree Financial & Insurance Services
    South Hadley, MA
  • 11/2023 → Present
    Mahoney Financial Organization, Llc
    Hadley, MA
Other Businesses

[Northampton High School; High School Lacrosse Team; 380 Elm St. Northampton, MA 01060; Start Date 04/2019; Role/Title: Volunteer; Not Investment Related; 20 hours per month; 1 hours per month during securities trading hours] [Cryptocurrency Investment; Passive Crypto Currency Investment; Binance; Start Date 01/2018; Role/Title: Investor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 129 College St south Hadley MA 01075; Start Date 08/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RETIREE FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (SOUTH HADLEY, MA); START DATE: 11/2023] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; HADLEY MA; START DATE: 11/2023]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-12
S63 Uniform Securities Agent State Law Examination 2018-07-30
  • S65 Uniform Investment Adviser Law Examination
    2020-09-12
  • S63 Uniform Securities Agent State Law Examination
    2018-07-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in South Hadley, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor