Addison, TX 15305 Dallas Parkway Suite 1050 LB#15 Office
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Eagle Strategies (NY Life)
Enterprise
Firm-wide stats for Eagle Strategies (NY Life)
About
Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management and retirement-plan advisory services through a large network of affiliated investment adviser representatives. Its filings and brochure describe work with individual investors, defined contribution and defined benefit plans, charitable and corporate clients, and note the firm’s role providing advisory services tied to insurance and annuity products.
The firm delivers advice and implements solutions through multiple program types — including financial plans, fee-based hourly advice, retirement plan consulting (CP and EIMP), co‑advisory relationships with third‑party managers, and the New York Life Premier Advisory Variable Annuity — and it emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria. Eagle reports that the vast majority of its regulatory assets under management are non‑discretionary (about $30.3 billion of $32.0 billion as of December 31, 2025), and it describes fiduciary responsibilities to Retirement Investors under PTE 2020‑02 when making plan and rollover recommendations.
Noteworthy for an enterprise adviser, Eagle’s asset base is overwhelmingly managed on a non‑discretionary basis and its filings indicate relationships with a wide range of institutional sponsors, which the firm treats differently than typical retail business. The firm also operates within an integrated New York Life affiliate structure — with advisors also licensed as insurance agents and NYLIAC issuing the Advisory VA — and its regulatory disclosures describe prior SEC action regarding mutual fund share‑class conflicts and subsequent changes to disclosures and share‑class handling.
Based on Eagle Strategies (NY Life)
Expertise
Based on Eagle Strategies (NY Life)
Location
15305 Dallas Parkway, Suite 1050 LB#15
Addison TX 75001
Advisors at this office
3
Advisors at this office
Robert A
CFP®, Series 66
Addison, TX
Eagle Strategies (NY Life)
Robert Ahearn is a CFP® professional with 22 years of experience in the financial industry. He has been with Eagle Strategies (NY Life) since 2017 and has held positions with NYLIFE Securities LLC and New York Life Insurance Company since 2016. Eagle Strategies serves a diverse range of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, including financial plans, fee-based advice, retirement plan consulting, and co-advisory relationships, with an emphasis on meeting client objectives and plan sponsor criteria.
Michael M
Series 63, Series 65
Addison, TX
Eagle Strategies (NY Life)
Michael Mc Clinton is a financial advisor with Eagle Strategies (NY Life) based in Addison, TX. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to joining Eagle Strategies, he worked at Principal Financial Group and has experience at New York Life Insurance Company and NYLIFE Securities LLC. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and a predominantly non-discretionary asset management approach.
James F
Series 66
Addison, TX
Eagle Strategies (NY Life)
James Friendly is a financial advisor with Eagle Strategies (NY Life) based in Addison, TX. He holds a Series 66 designation and has 22 years of industry experience. Friendly has worked with Eagle Strategies since 2008 and with New York Life and NYLIFE Securities since 2007. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory solutions, emphasizing tailored recommendations and managing a significant portion of its assets on a non-discretionary basis.
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