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Michael Conley

Investment Adviser Representative at Eagle Strategies LLC

Victor, NYCRD #1380147Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
40 yrs
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael Conley is an investment adviser representative with Eagle Strategies LLC in Victor, NY, where they have been registered since 2025. They have worked in the securities industry since 1986 and have been registered with 3 firms, including MML Investors Services, LLC and Private Advisor Group, LLC. They have passed 7 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in New York.

Office

209 High Point Dr, Ste 310
Victor, NY 14564

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York
Broker:
2 states and territories

New Hampshire, New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/27/1988
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 12/13/1999
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/28/1985
Series 53
Municipal Securities Principal Examination
Passed 12/10/2008
Series 24
General Securities Principal Examination
Passed 6/12/2001
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 12/18/1997

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Eagle Strategies LLCCurrent
3/7/2025 – Victor, NY
MML Investors Services, LLC
6/14/2021 – 10/22/2024Rochester, NY
Private Advisor Group, LLC
11/6/2013 – 6/9/2014Rochester, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Hornor, Townsend & KENT
    Jun 2014 – Aug 2017Rochester, NY
  2. PENN Mutual LIFE Insurance Company
    Jun 2014 – Aug 2017Rochester, NY
  3. NYLIFE Securities, LLC
    Nov 2024 – no end date reportedFairport, NY
  4. New York Life Insurance Co.
    Sep 2017 – Nov 2018Fairport, NY
  5. Massmutual
    Nov 2018 – Oct 2024Rochester, NY
  6. MML Investors Services
    Nov 2018 – Oct 2024Rochester, NY
  7. New York Life Insurance Co.
    Sep 2024 – no end date reportedVictor, NY
  8. Eagle Strategies LLC
    Mar 2025 – no end date reportedVictor, NY

Official records & sources

Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Eagle Strategies LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Customized wealth management and protection solutions, investment growth strategies, retirement planning, legacy planning, and holistic financial advice and guidance.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
Wealth ManagementFinancial PlanningInvestment ManagementRetirement PlanningLegacy PlanningAsset Protection

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,469
Offices listed on AdvisorFinder:
27
Main office:
New York, NY
SEC file number:
801-32987

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 31, 2026

View full firm profile

Other advisors at Eagle Strategies LLC

Showing 12 of 2,469 in the directory

View Eagle Strategies LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael Conley has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Michael Conley (Eagle Strategies) - Fees & Credentials