Gregory Dean Blanchard

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

• 03/1986 → Present
  New York Life Insurance Company
  Denver, CO
• 05/1986 → Present
  Nylife Securities Llc
  Denver, CO
• 02/2022 → Present
  Eagle Strategies Llc
  Denver, CO

Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 8771 Wolff Court, Suite 225, Westminster, CO 80031; Start Date: 09/2003; Role/Title: Insurance Broker; Investment related; 2 hours per month] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2001; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Senior Resources of Broomfield; We provide programs for seniors in our community; PO Box 714, Broomfield, CO 80038-0714; Start Date 10/2024; Role/Title: Board Member; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours]

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-08-07

Other Names

• Greg Blanchard