Albany, NY Washington Square Office

Team
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Eagle Strategies (NY Life)

Enterprise

Firm-wide stats for Eagle Strategies (NY Life)

Total advisors

2,503

Across 960 offices

Clients per advisor

53 Typical

Avg AUM per client

$235,446 Low

HNW client ratio

20% Typical

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

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy

Based on Eagle Strategies (NY Life)

Occupation focus

Founder/Business Owner Executive

Based on Eagle Strategies (NY Life)

Location

5 Washington Square, First Floor

Albany NY 12205

Advisors at this office

4

Advisors at this office

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Susan C

Series 66

Albany, NY

Eagle Strategies (NY Life)

Susan Crannell is a financial advisor with Eagle Strategies (NY Life) in Albany, NY, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P. She has briefly engaged in insurance brokering outside of New York Life products but does not intend to continue this activity. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a broad network of advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, with a significant focus on non-discretionary asset management and institutional clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Joseph D

Series 63, Series 65

Albany, NY

Eagle Strategies (NY Life)

Joseph Dibella is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been associated with firms including 21st Century Retirement Planning Group and The Di Bella Financial Group, LLC. Outside of his advisory work, Dibella is an assistant varsity coach for the girls’ lacrosse team at Columbia High School and serves as an officer for The Bus Stop Club, an organization that supports children with sick siblings. Eagle Strategies serves a diverse client base ranging from individual investors to institutional and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Stephen W

CFP®, ChFC®, Series 63

Albany, NY

Eagle Strategies (NY Life)

Stephen Woodard is a CFP®, ChFC®, and Series 63 credentialed advisor with 21 years of experience. He is currently with Eagle Strategies (NY Life), where he has worked since 2011, including prior experience at Brown & Fitzgerald, LLC. Eagle Strategies serves a diverse client base that includes individual investors, institutional plans, and charitable and corporate entities, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Paige D

Series 66

Albany, NY

Eagle Strategies (NY Life)

Paige Douglas is a financial advisor with Eagle Strategies (NY Life) based in Albany, NY. She holds a Series 66 designation and has three years of industry experience. Her prior work includes roles at Elizabeth Bauer and several positions outside the financial services industry. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a substantial portion of its assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
View complete list of advisors at this office
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