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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-07-16
PA RA APPROVED 2024-07-15
  • NJ RA
    APPROVED
    Since 2024-07-16
  • PA RA
    APPROVED
    Since 2024-07-15

Branch Locations

1113 Admiral Peary Way Suites A And B, Philadelphia, PA 19112 • 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
Manalapan Highschool Manalapan NJ 09/2015 06/2019
Monmouth Council Englishtown NJ 06/2017 08/2018
Walgreens Englishtown NJ 02/2018 09/2019
Ruoccos Englishtown NJ 02/2019 02/2020
Rutgers University - New Brunswick New Brunswick NJ 09/2019 05/2023
Unemployed Elizabeth NJ 03/2020 07/2020
Ruoccos Englishtown NJ 08/2020 02/2022
Johnson & Johnson Consumer Products Skillman NJ 01/2022 07/2022
New York Life Insurance Company Bala Cynwyd PA 07/2023 Present
Nylife Securities Llc Bala Cynwyd PA 07/2023 Present
Barilotti Wealth Strategies And Insurance Solutions Llc Philadelphia PA 10/2023 Present
Eagle Strategies Llc Philadelphia PA 07/2024 Present
  • 09/2015 → 06/2019
    Manalapan Highschool
    Manalapan, NJ
  • 06/2017 → 08/2018
    Monmouth Council
    Englishtown, NJ
  • 02/2018 → 09/2019
    Walgreens
    Englishtown, NJ
  • 02/2019 → 02/2020
    Ruoccos
    Englishtown, NJ
  • 09/2019 → 05/2023
    Rutgers University - New Brunswick
    New Brunswick, NJ
  • 03/2020 → 07/2020
    Unemployed
    Elizabeth, NJ
  • 08/2020 → 02/2022
    Ruoccos
    Englishtown, NJ
  • 01/2022 → 07/2022
    Johnson & Johnson Consumer Products
    Skillman, NJ
  • 07/2023 → Present
    New York Life Insurance Company
    Bala Cynwyd, PA
  • 07/2023 → Present
    Nylife Securities Llc
    Bala Cynwyd, PA
  • 10/2023 → Present
    Barilotti Wealth Strategies And Insurance Solutions Llc
    Philadelphia, PA
  • 07/2024 → Present
    Philadelphia, PA
Other Businesses

[OPERATING UNDER THE DBA NAME OF Barilotti Wealth Strategies and Insurance Solutions LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; PHILADELPHIA PA; START DATE: 10/2023] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non registered insurance products; The Navy Yard, 1113 Admiral Peary Way, Suites A and B, Philadelphia, PA 19112; Start Date 05/2026; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Insurance applications outside of NYL]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-12
S63 Uniform Securities Agent State Law Examination 2023-09-11
  • S66 Uniform Combined State Law Examination
    2024-07-12
  • S63 Uniform Securities Agent State Law Examination
    2023-09-11

View on SEC IAPD

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