Nicola Iannitelli

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

• 06/1999 → Present
  New York Life Insurance Company
  Saddle Brook, NJ
• 06/1999 → Present
  Nylife Securities Llc
  Saddle Brook, NJ
• 10/2013 → Present
  Eagle Strategies Llc
  Sleepy Hollow, NY
• 06/2023 → Present
  Nylife Distributors
  Jersey City, NJ

Other Businesses

[Hanover Community Bank; Private bank. Passive investment. No duties; 230 Hilton Ave, Hempstead, NY; Start Date 01/2008; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [DBM PROPERTIES LLC; Rental property; 567 West Ave Sewaren NJ 07077 ; Role/Title: Owner; Investment Related; 1 hour per month; 0 hours per month during securities trading hours; property manager handles day to day][DBM Properties LLC; Multi-Family apartment Building; 567 West Ave Sewaren, NJ 07077; Start Date 02/2020; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; manage property]

Exams

• S66 Uniform Combined State Law Examination
  2013-09-25
• S63 Uniform Securities Agent State Law Examination
  2000-05-30