Brooklyn, NY Kings Highway Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

6

Of 2,492 advisors across 960 offices

Location

1601 Kings Highway, Floor 2

Brooklyn NY 11229

Advisors at this office

6

Advisors at this office

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Robert H

ChFC®, Series 63

Brooklyn, NY

Eagle Strategies (NY Life)

Robert Heegel is a ChFC® and Series 63 designated advisor with 13 years of industry experience. He is currently with Eagle Strategies (NY Life) and has held roles at NYLife Securities LLC and New York Life Insurance Company since 2012. Outside of finance, Heegel is involved in the performing arts as a performer, producer, and director for several theater companies, and he owns and operates The Lucky Crumb, a small baking business. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers varied programs tailored to client goals and manages a significant portion of 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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Moishe Z

Series 63, Series 66

Brooklyn, NY

Eagle Strategies (NY Life)

Moishe Zirkind is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at NYLife Securities LLC and New York Life Insurance Company since 2021, as well as prior engagements in community and educational organizations. Zirkind also operates Zirkind Financial Strategies LLC, brokering non-registered insurance and property and casualty products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers comprehensive financial planning, investment management, and retirement plan advisory services, focusing largely on non-discretionary asset management 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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Yechezkel M

Series 66

Brooklyn, NY

Eagle Strategies (NY Life)

Yechezkel Malamud is a financial advisor at Eagle Strategies (NY Life) based in Brooklyn, NY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., and RealStreet Inc. He is also appointed as an insurance broker with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, with a focus on serving retirement investors and institutional plan sponsors.

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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Mordechai M

Series 65, Series 63

Brooklyn, NY

Eagle Strategies (NY Life)

Mordechai Moscowitz is a financial advisor with Eagle Strategies (NY Life) in Brooklyn, NY, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to his current role, he worked with NYLIFE Securities LLC and New York Life. Outside of advising, he teaches Title One English at an elementary school through Catapult Learning. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of customizable solutions, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

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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Reie L

Series 63, Series 66

Brooklyn, NY

Eagle Strategies (NY Life)

Reie Levi is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Levi has worked at New York Life Insurance Company and NYLIFE Securities LLC since 2017 and has operated Levi FS, LLC and Ostberg & Associates Financial Services and Insurance, LLC since 2026. He is also active as an insurance broker for non-registered products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis through various program types within the 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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Constantine A

ChFC®, Series 63, Series 65, Series 66

Brooklyn, NY

Eagle Strategies (NY Life)

Constantine Arniotes is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds the ChFC® designation and Series 63, 65, and 66 licenses, and has 29 years of industry experience. His prior work includes positions at Citigroup, Morgan Stanley, HSBC Bank USA, and New York Life Insurance Co. Arniotes serves as an adjunct professor at Cleary University and coaches a youth soccer team with SI Academy. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional plans. The firm offers multiple program types, emphasizing tailored recommendations and primarily manages 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
View complete list of advisors at this office
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