Brooklyn, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$31,248,885,097
ClientsTotal clients
132,722
AdvisorsAdvisors at this office
2
Of 2,484 advisors across 960 offices
Location
Brooklyn NY
Advisors at this office
2
Advisors at this office
Marlon A
Series 63, Series 65
Brooklyn, NY
Eagle Strategies (NY Life)
Marlon Altoe is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY, holding Series 63 and Series 65 licenses with nine years of industry experience. Prior to joining Eagle Strategies in 2020, he worked at Parabellum Capital from 2013 to 2016. Outside of his advisory role, he is involved in rental property ownership. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types with an emphasis on tailoring recommendations to client objectives, managing a majority of assets on a non-discretionary basis.
Gabriel B
Series 66
Brooklyn, NY
Eagle Strategies (NY Life)
Gabriel Bonebrake is a financial advisor with Eagle Strategies (NY Life) in Brooklyn, NY, holding a Series 66 designation and 10 years of industry experience. He has previously worked with Nylife Securities LLC, Cardinal Financial Advisers, Accenture, and New York Life Insurance Co. among other roles. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.
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