Brooklyn, NY 7th Ave 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
6405 7th Ave, 1st Floor
Brooklyn NY 11220
Advisors at this office
4
Advisors at this office
Cai C
Series 63, Series 65
Brooklyn, NY
Eagle Strategies (NY Life)
Cai Chen is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, managing a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Yong C
Series 63, Series 66
Brooklyn, NY
Eagle Strategies (NY Life)
Yong Chen is a financial advisor with Eagle Strategies (NY Life) in Brooklyn, NY, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has been with Eagle Strategies since 2013 and has also worked with NYLIFE Securities LLC and New York Life Insurance Company for nearly two decades. Outside of his advisory role, he is an investor in a real estate property in New York City. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types with a focus on tailored recommendations and predominantly manages assets on a non-discretionary basis.
Heidi T
ChFC®, Series 63, Series 65
Brooklyn, NY
Eagle Strategies (NY Life)
Heidi Tiong is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY. She holds the ChFC® designation and Series 63 and 65 licenses, with nine years of industry experience. Heidi has worked with NYLife Securities LLC since 2017 and New York Life Insurance Company since 2015. She also operates an insurance brokerage business, Hudson Financial & Insurance Services, Inc., which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs and emphasizes non-discretionary asset management tailored to client and plan sponsor objectives.
Qiaoping R
Series 63, Series 65
Brooklyn, NY
Eagle Strategies (NY Life)
Qiaoping Ren is a financial advisor with Eagle Strategies (NY Life) based in Brooklyn, NY, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. He has worked with Nylife Securities LLC and New York Life Insurance Company since 2010. Outside of his advisory role, Ren is a partner in a commercial real estate venture. Eagle Strategies serves a diverse client base including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services with a focus on tailored, primarily non-discretionary solutions.
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