ES
EAGLE STRATEGIES LLC
SEC RegisteredTrusted Guidance. Comprehensive Solutions.
NEW YORK, NYhttps://eaglestrategies.com(888) 695-3245
Assets Under Management
$25B+
Employees
3190
Office Locations
27 offices
Total Accounts
133900
About the firm
Eagle Strategies is a wholly owned subsidiary of New York Life, a Fortune 100 company with a history spanning over 180 years. The firm offers holistic wealth management and protection solutions through 1,500+ financial advisors, providing personalized strategies to help clients protect and grow their wealth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsState/MunicipalInsurance Companies
Areas of expertise
Wealth ManagementFinancial PlanningInvestment ManagementRetirement PlanningLegacy PlanningAsset Protection
Services
Customized wealth management and protection solutions, investment growth strategies, retirement planning, legacy planning, and holistic financial advice and guidance.
Who they serve
Individuals with financial goals related to growing investments, securing a legacy, planning for retirement, and protecting assets, including those with personal, family, and business financial needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 105,597 | $17.1B |
| High Net Worth Individuals | 27,125 | $14.1B |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 286 | — |
6,662 total clients reported on Form ADV.
Leadership
Barbara Joan Mcinerney
SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER
Nylife Llc
MEMBER
Gerard Anthony Rocchi
CHAIRMAN
New York Life Insurance Company
INDIRECT MANAGER
Office locations
27 offices in 11 states
NY
NEW YORKHQ
NY
LATHAM
TX
AUSTIN
NJ
SADDLEBROOK
MA
WALTHAM
TX
DALLAS
CA
ANAHEIM
NY
NEW YORK
HI
HONOLULU
TX
HOUSTON
NY
MELVILLE
IL
DEERFIELD
VA
VIENNA
IL
DOWNERS GROVE
CA
IRVINE
CA
SAN FRANCISCO
WA
BELLEVUE
NY
NEW YORK
MO
CREVE COEUR
MD
BETHESDA
NY
WHITE PLAINS
NJ
EDISON
NY
PAINTED POST
MA
NORTHAMPTON
CA
GLENDALE
TX
FRISCO
MD
BETHESDA
Advisors at this firm
Showing 100 of 2485
Ehab Abdalla
Investment Adviser Representative
John Paul Kilaton Abenoja
Investment Adviser Representative
Alexis Zeleznik Stecker Ablezer
Investment Adviser Representative
Ani Abrahamson
Investment Adviser Representative
Joshua Abrams Sanborn
Investment Adviser Representative
Jordon Kurt Accetta
Investment Adviser Representative
Darvin Acosta Filpo
Investment Adviser Representative
Colton Adams
Investment Adviser Representative
Hannah Adams
Investment Adviser Representative
Heidi Lynne Adams
Investment Adviser Representative
Robert Joe Adams
Investment Adviser Representative
Tyler Allen Nicholson Adams
Investment Adviser Representative
Isaac Oko Addo
Investment Adviser Representative
Dilmurod S Adkhamov
Investment Adviser Representative
James Edwin Adkins
Investment Adviser Representative
Emmanuel Elikplim Adzadza
Investment Adviser Representative
Abbass Agahi
Investment Adviser Representative
David B Agee
Investment Adviser Representative
Ali Agha
Investment Adviser Representative
Magaly Aguirre
Investment Adviser Representative
Adelaide Nana Agyemang
Investment Adviser Representative
Alice Kyerewaa Agyemang-Badu
Investment Adviser Representative
Gilbert Agyemang-Badu
Investment Adviser Representative
Eitan Aharon
Investment Adviser Representative
Robert John Ahearn
Investment Adviser Representative
Hadi Ahmadi Aval
Investment Adviser Representative
Imran Ahmed
Investment Adviser Representative
Wendy Ruth Aimola
Investment Adviser Representative
Akram S Alabbassi
Investment Adviser Representative
Samir J Alame
Investment Adviser Representative
Renato Alfredo Alarcon
Investment Adviser Representative
Matthew Alberico
Investment Adviser Representative
Heather Ann Albert
Investment Adviser Representative
Joel Albert
Investment Adviser Representative
Jose Andres Albornoz
Investment Adviser Representative
Felipe Albuquerque
Investment Adviser Representative
Christopher Neal Alderson
Investment Adviser Representative
Bradley C Aldrich
Investment Adviser Representative
Richard Trace Alexander
Investment Adviser Representative
Bulent Algokce
Investment Adviser Representative
Douglas Allan
Investment Adviser Representative
Kamilu Abiola Alli
Investment Adviser Representative
Harvey Grant Allison
Investment Adviser Representative
Souheir M Alrachid
Investment Adviser Representative
Monty Alan Alspaugh
Investment Adviser Representative
Marlon Jonis Altoe
Investment Adviser Representative
Paloma Alvarado
Investment Adviser Representative
Alfredo Alves De Lima
Investment Adviser Representative
Frank Anthony Amato
Investment Adviser Representative
Kirsten Rita Ambrosio
Investment Adviser Representative
Zuzana Ambrova
Investment Adviser Representative
Matthew Ross Amelio
Investment Adviser Representative
Anthony Amendola
Investment Adviser Representative
Sonali Amodwala
Investment Adviser Representative
Joshua Marcelo Amparan
Investment Adviser Representative
Sean Aaron Andersen
Investment Adviser Representative
David G Anderson
Investment Adviser Representative
Eric Scott Anderson
Investment Adviser Representative
Eric Sven Anderson
Investment Adviser Representative
Ethan Lars Milton Anderson
Investment Adviser Representative
Jennifer Anderson
Investment Adviser Representative
Joseph Anthony Anderson
Investment Adviser Representative
Scott K Andrews
Investment Adviser Representative
Daniel Andriola
Investment Adviser Representative
John Angiulli
Investment Adviser Representative
Joanna Antonopoulos
Investment Adviser Representative
David R Antonovich
Investment Adviser Representative
Michael Per Antonsen
Investment Adviser Representative
Jason M Apolenis
Investment Adviser Representative
Mark Edward Apolenis
Investment Adviser Representative
Victoria Mercedes Aprano
Investment Adviser Representative
Robert Ryan Apuzzo
Investment Adviser Representative
Daniel Alberto Aranda
Investment Adviser Representative
Lilia Abella Arandela
Investment Adviser Representative
Salvador Banguela Arcadipane
Investment Adviser Representative
Cara Jaclyn Archer
Investment Adviser Representative
Rodney Archer
Investment Adviser Representative
Francis Nicholas Ardner
Investment Adviser Representative
Robert Isaac Arensberg
Investment Adviser Representative
Dino Arfanis
Investment Adviser Representative
Frances A.p. Arias
Investment Adviser Representative
Elizabeth Lynn Ariazi
Investment Adviser Representative
Robert Armendariz
Investment Adviser Representative
Christopher Wray Armistead
Investment Adviser Representative
Michael Wayne Armstrong
Investment Adviser Representative
Constantine S Arniotes
Investment Adviser Representative
Justin Arnold
Investment Adviser Representative
Lakshya Arora
Investment Adviser Representative
Erick Ochieng Arowo
Investment Adviser Representative
Jeran Boyd Artery
Investment Adviser Representative
Shane Asbury
Investment Adviser Representative
Kevin Alexander Ash
Investment Adviser Representative
Sara Ashmawy
Investment Adviser Representative
Pascal Nyame Asiedu
Investment Adviser Representative
Siyavash Askari
Investment Adviser Representative
Eskinder Assefa
Investment Adviser Representative
Vivienne Ather
Investment Adviser Representative
Mohamad Ali Atwi
Investment Adviser Representative
Darren Wayne Auster
Investment Adviser Representative
Joseph Angelo Auteri
Investment Adviser Representative
Regulatory & compliance
CRD number
#110826
SEC Number
801-32987
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
eaglestrategies.comPhone
(888) 695-3245Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EAGLE STRATEGIES LLC 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 the SEC or FINRA websites before making any decision.