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Michael Giasi

Investment Adviser Representative at Eagle Strategies LLC

Edison, NJCRD #2084630Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
Exams Passed
4

Professional summary

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

Michael Giasi is an investment adviser representative with Eagle Strategies LLC in Edison, NJ, where they have been registered since 2026. They have worked in the securities industry since 2001 and have been registered with 10 firms, including Samuel A Ramirez & Co., Inc. and CG Capital Markets, LLC. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in New Jersey.

Office

379 Thornall St, Fl 8
Edison, NJ 08837

Advisors at this office: 6

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 Jersey
Broker:
4 states and territories

Florida, New Jersey, New York, North Carolina

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 2/7/2025
Series 7
General Securities Representative Examination
Passed 3/17/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/6/2004

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Eagle Strategies LLCCurrent
3/4/2026 – Edison, NJ
Samuel A Ramirez & Co., Inc.
5/17/2016 – 6/23/2020New York, NY
CG Capital Markets, LLC
8/13/2015 – 4/26/2016Red Bank, NJ
Capital Guardian, LLC
10/14/2014 – 7/30/2015Red Bank, NJ
Keybanc Capital Markets Inc.
11/30/2011 – 10/8/2014New York, NY
Keefe, Bruyette & Woods, Inc.
10/5/2009 – 11/4/2011New York, NY
SG Americas Securities, LLC
7/10/2006 – 10/6/2009New York, NY
Maxim Group LLC
4/7/2004 – 6/22/2006New York, NY
Painewebber Incorporated
7/24/1991 – 9/17/1997Weehawken, NJ
Kidder, Peabody & Co. Incorporated
9/6/1990 – 3/27/1991New York, 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. Samuel A. Ramirez & Co., Inc.
    Apr 2016 – Jun 2020New York, NY
  2. New York Life Insurance Company
    Dec 2023 – no end date reportedEdison, NJ
  3. NYLIFE Securities LLC
    Feb 2024 – no end date reportedEdison, NJ
  4. RiskSpan
    Jun 2020 – Jan 2024Arlington, VA
  5. Eagle Strategies LLC
    Mar 2026 – no end date reportedEdison, NJ

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

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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 Giasi 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 Giasi (Eagle Strategies) - Fees & Credentials