Myron Anthony Mcdonald

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

• 05/2023 → Present
  New York Life Insurance Company
  Irvine, CA
• 04/2022 → 05/2023
  Tcs School System
  Anaheim, CA
• 05/2020 → 04/2022
  Unemployment
  Apple Valley, CA
• 10/2019 → 05/2020
  Junta De Andalucia
  Cordoba, Luque
• 04/2017 → 09/2019
  La Sierra University
  Riverside, CA
• 09/2010 → 06/2017
  La Sierra University
  Riverside, CA
• 11/2023 → Present
  Nylife Securities Llc
  Irvine, CA
• 05/2026 → Present
  Mam Financial & Insurance Solutions, Inc.
  Irvine, CA
• 06/2026 → Present
  Eagle Strategies Llc
  Irvine, CA

Other Businesses

[BNI - Pathfinders ; Networking group that shares referrals amongst each other. ; 2390 E Orangewood Ave, Anaheim, CA 92806 (first Tuesdays of month, every other Tuesday - Zoom); Start Date 10/2024; Role/Title: Board Member; Investment Related; 10 hours per month; 0 hours per month during securities trading hours; membership team lead]Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2020 Main St, 10th Floor, Irvine, CA 92614; Start Date 07/2025; Role/Title: Independent Contractor; Not Investment Related; 6 hours per month; 6 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MAM Financial & Insurance Solutions, Inc. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; IRVINE CA; START DATE: 05/2026]

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-17

Designations

• Chartered Financial Consultant

Other Names

• Myron Mcdonald