Thomas Andrew Tyler

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

• 06/2009 → Present
  New York Life Insurance Company
  Melville, NY
• 06/2009 → Present
  Nylife Securities Llc
  Melville, NY
• 07/2009 → Present
  Eagle Strategies Llc
  Melville, NY
• 10/2010 → Present
  Mahoney Financial Organization Llc
  Melville, NY
• 12/2017 → Present
  Mahoney Financial Organization, Llc D/B/A Mfo Insurance Solution
  Melville, NY
• 02/2025 → Present
  M&A Executive Benefit Insurance Solutions, Llc
  Melville, NY

Previous Registrations

• 2007-02-22 → 2009-06-09
  Mackay Shields Llc
  New York, NY
• 2005-05-06 → 2006-02-07
  Edward Jones
  Massapequa Park, NY

Other Businesses

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; START DATE 01/2012] OPERATING UNDER THE DBA NAME OF THE MAHONEY FINANCIAL ORGANIZATION LLC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; 100 JERICHO QUADRANGLE STE 325 JERICHO NY 11753 01/2012; START DATE: 03/2013 [MAHONEY & ASSOCIATES EXECUTIVE BENEFITS AND COMPENSATION CONSULTING; BENEFITS CONSULTANT RECEIVING COMMISSIONS and Finders Fees; INVESTEMENT RELATED; 2455 EAST SUNRISE BLVD. SUITE 300 FORT LAUDERDALE, FL 33304; Start Date 09/2012; Role/Title: Consultant; 10 HOURS PER MONTH; 10 HOURS BETWEEN 9:30 TO 4:00 EST] [IN CA, OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC D/B/A MFO INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; MELVILLE, NY; START DATE: 12/2017] [OPERATING UNDER THE DBA NAME OF M&A Executive Benefit Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; MELVILLE, NY; START DATE: 02/2025][High Oaks Village Home-Owners Association; Board of Trustees. Trustee on the Board; 40 High Oaks Court Huntington, NY 11743; Start Date 06/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; help manage the relationships with our Landscaping, Pest Control, building maintenance and other such duties as needed by our community.]

Exams

• S66 Uniform Combined State Law Examination
  2004-02-12
• S63 Uniform Securities Agent State Law Examination
  1988-03-24