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David Manley Jr.

Advisor at Eagle Strategies (NY Life)

Updated today

Location

Broomfield, CO 80021

Credentials

Series 63, Series 65

Industry experience

12 years

About

David Manley Jr. is a financial advisor with Eagle Strategies (NY Life) based in Broomfield, Colorado, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at Summit Financial Strategies, Summit Financial Solutions, Blanchard Financial Services, Nylife Securities LLC, and New York Life Insurance Company. In addition to advisory work, he is involved in insurance brokering, operating under the DBA Summit Financial Strategies for selling New York Life products and brokering non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios and reported approximately $25.4 billion in regulatory assets under management as of December 31, 2024.

Client services

Based on Eagle Strategies (NY Life)

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Eagle Strategies (NY Life)

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities

Occupation focus

Based on Eagle Strategies (NY Life)

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 0.80% annually for Eagle Retirement Plan Consulting Program (CP), fees may be tiered based on asset levels $0+: 0.05% to 0.80% annually for ERISA Investment Manager Program (EIMP), fees may be tiered based on asset levels $0+: 0% to 1.25% annually for Co-Advisory Program (fees are negotiable and charged in addition to Co-Adviser fees) $25,000+: 0% to 1.00% annually for New York Life Premier Advisory Variable Annuity (Advisory VA), fee applies only during accumulation phase

Commissions

IARs receive commissions for insurance, annuities (except Advisory VA), and securities products sold as registered representatives or insurance agents, in addition to advisory fees

Project-based

Hourly fee for advice generally ranges from $100 to $400 per hour, engagements typically not exceeding 12 hours

Subscriptions

Ongoing Subscription Agreement for financial planning services with fees agreed for up to five years, paid annually, monthly or quarterly

Other

Account minimum: $25,000 for the New York Life Premier Advisory Variable Annuity; no minimum for other advisory programs though some third-party managers or co-advisers may have minimums which can be waived or negotiated Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan; financial seminar fees generally range from $35 to $200 per attendee; hourly advice fees generally range from $100 to $400 per hour Fee-only: Financial planning fees, fee-based hourly advice, and financial seminar fees as noted under minimum_fee

Location

370 Interlocken Boulevard, Suite 620

Broomfield, CO 80021

Most active in

Colorado

Work history

Summit Financial Strategies

2025 - Present (1 year)

Eagle Strategies (NY Life)

2024 - Present (2 years)

Summit Financial Solutions

2018 - 2024 (6 years)

Blanchard Financial Services

2015 - 2018 (3 years)

Nylife Securities LLC

2014 - Present (12 years)

New York Life Insurance Company

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Retirement income strategy
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College savings (529s, UTMA, etc.) Executive Founder/Business Owner Consultant Technology Professional Mid-Career Professionals Approaching retirement Dual Income Family
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General tax planning Wealth management Income planning Disability insurance
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Active portfolio management Tax-loss harvesting Wealth management
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Series 63, Series 65

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Active portfolio management Tax-loss harvesting Passive / index investing
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