Harold T Bourque

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

• 02/2014 → 01/2022
  Olivetree Financial, Llc
  New York, NY
• 02/2022 → 01/2023
  Elevation Llc
  New York, NY
• 02/2023 → 08/2023
  Unemployed
  Ridgewood, NJ
• 10/2023 → Present
  Nylife Securities Llc
  Saddlebrook, NJ
• 09/2023 → Present
  New York Life Insurance Company
  Saddlebrook, NJ
• 03/2025 → Present
  Eagle Strategies Llc
  Saddle Brook, NJ

Other Businesses

[Green Key Partners, LP; Event-driven thesis focused on capturing most significant opportunities. Close oversight presents opportunities to shift allocations ahead of likely drawdown events. Token staking diversifies portfolio return streams; 530 Seventh Ave Floor M1 NY NY 10018; Start Date 05/2024; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-28
• S63 Uniform Securities Agent State Law Examination
  1986-10-09

Other Names

• Harry Bourque
• Harold Thomas Bourque