Michael Xin Ming Zheng

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

• 09/2023 → Present
  New York Life
  New York, NY
• 09/2022 → 10/2023
  Brooks Brothers
  New York City, NY
• 07/2022 → 08/2022
  Nycdoe
  New York City, NY
• 06/2021 → 12/2021
  Hollow Nickel
  Brooklyn, NY
• 04/2019 → 02/2020
  Insomnia Cookies
  New York City, NY
• 08/2019 → 05/2023
  Baruch College
  New York City, NY
• 06/2018 → 11/2018
  Gemelli Pizzeria
  New Rochelle, NY
• 01/2010 → 06/2018
  Unemployed
  Nyc, NY
• 11/2018 → 04/2019
  Unemployed
  Nyc, NY
• 03/2020 → 06/2021
  Unemployed
  Nyc, NY
• 12/2023 → Present
  Nylife Securities Llc
  New York, NY
• 01/2025 → Present
  Eagle Strategies Llc
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-12-27