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Rosanne St. Francis Gentile

Eagle Strategies LLC

Alexandria, VA

Vienna, VA

CRD 1676790

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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

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-26
VA RA APPROVED 2002-08-16
  • TX RA
    APPROVED_RES
    Since 2024-09-26
  • VA RA
    APPROVED
    Since 2002-08-16

Branch Locations

Alexandria, VA • United States

8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Co. Alex VA 01/1986 Present
Nylife Securities Llc Falls Church VA 04/1987 Present
Gentile Financial Group Alexandria VA 05/2010 Present
Avenue Wealth Management, Llc D/B/A Avenue Wealth Vienna VA 08/2020 Present
Eagle Strategies Llc Alexandria VA 08/2002 Present
  • 01/1986 → Present
    New York Life Insurance Co.
    Alex, VA
  • 04/1987 → Present
    Nylife Securities Llc
    Falls Church, VA
  • 05/2010 → Present
    Gentile Financial Group
    Alexandria, VA
  • 08/2020 → Present
    Avenue Wealth Management, Llc D/B/A Avenue Wealth
    Vienna, VA
  • 08/2002 → Present
    Alexandria, VA
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Investment related; DBA Gentile Financial Group; start date 10/2002 brokering] [OPERATING UNDER THE DBA NAME OF AVENUE WEALTH MANAGEMENT, LLC D/B/A AVENUE WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; VIENNA, VA; START DATE: 08/2020]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-08-01
S63 Uniform Securities Agent State Law Examination 1993-12-02
  • S65 Uniform Investment Adviser Law Examination
    2002-08-01
  • S63 Uniform Securities Agent State Law Examination
    1993-12-02
Other Names
  • Roseanne St Francis Gentilevarca
  • Rose Gentile
  • Rose A Gentilevarca
  • Rose A Gentile

View on SEC IAPD

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