Sanford Eric Bressick

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

• 07/1985 → Present
  New York Life Ins
  Santa Rosa, CA
• 07/1985 → Present
  Nylife Securities Inc.
  Santa Rosa, CA

Other Businesses

[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; insurance broker; investment related; start date 09/2002] [OFFICE BUILDING PURCHASE-RENTAL UNIT ON PROPERTY; OWNER; INVESTMENT RELATED; START DATE 11/08] [College Building LLC; Rental Property. ADU behind my office building which pays me rent each month and is an LLC named College Building LLC.; 321 (my office building) and 323 (ADU) College Ave Santa Rosa CA 95401; Start Date 12/2008; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams

• S66 Uniform Combined State Law Examination
  2004-04-14