Janet Benik Spector

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:

Current Employers

Eagle Strategies Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-12-07

FL RA
APPROVED

Since 2022-12-07

Branch Locations

Riverview, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New York Life Insurance Company	Atlanta	GA	03/1986	Present
Nylife Securities Llc	Atlanta	GA	05/1986	Present

03/1986 → Present

New York Life Insurance Company

Atlanta, GA
05/1986 → Present

Nylife Securities Llc

Atlanta, GA

Other Businesses

BROKERING NON-REGISTERED INSURANCE PRODUCTS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-12-22
S63	Uniform Securities Agent State Law Examination	1986-05-15

S65 Uniform Investment Adviser Law Examination

1999-12-22
S63 Uniform Securities Agent State Law Examination

1986-05-15

Other Names

Jan Spector
Janet B Spector

View on SEC IAPD