Judith Blaustein Klebanow

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

• 06/2014 → Present
  New York Life Insurance Co
  New York, NY
• 06/2014 → Present
  Nylife Securities Llc
  New York, NY
• 06/2014 → Present
  Eagle Strategies
  New York, NY

Previous Registrations

• 2009-10-23 → 2012-06-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Boston, MA
  Boston, MA
• 2004-10-20 → 2009-10-23
  Banc Of America Investment Services, Inc.
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2003-02-25 → 2004-10-20
  Quick & Reilly, Inc.
  New York, NY

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS]

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-08-12
• S65 Uniform Investment Adviser Law Examination
  1999-08-12

Other Names

• Judy Blaustein
• Judith B Klebanow