Dewitt, NY 5788 Widewaters Pkwy Fl 2 Office

Team
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Eagle Strategies (NY Life)

Enterprise

Firm-wide stats for Eagle Strategies (NY Life)

Total advisors

2,537

Across 965 offices

Clients per advisor

52 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

5788 Widewaters Pkwy, Fl 2

Dewitt NY 13214

Advisors at this office

5

Advisors at this office

user avatar

Michael C

Series 66, Series 63

Dewitt, NY

Eagle Strategies (NY Life)

Michael Caputo is a financial advisor at Eagle Strategies (NY Life) with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Crystal Clear Financial Group, NYLIFE Securities, and New York Life Insurance. Outside of financial services, he previously worked with Outfit Your Logo and Pavones Pizza. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various program types, with the majority of 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
user avatar

Kyle J

Series 63, Series 66

Dewitt, NY

Eagle Strategies (NY Life)

Kyle Jones is a financial advisor with Eagle Strategies (NY Life) based in Dewitt, NY, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been affiliated with New York Life Insurance Co. and its related entities since 2016 and also operates Crystal Clear Financial Group, LLC. Outside of his advisory work, Jones serves as a referee for both lacrosse and basketball games through regional officials associations. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types 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
user avatar

Bradley A

ChFC®, Series 63

Dewitt, NY

Eagle Strategies (NY Life)

Bradley Aldrich II is a ChFC®-designated financial advisor with 12 years of industry experience. He is currently affiliated with Eagle Strategies (NY Life) and has been with New York Life and its related securities entities since 2014. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, primarily managing 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
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Anthoni P

Series 63, Series 65

Dewitt, NY

Eagle Strategies (NY Life)

Anthoni Pope is a financial advisor at Eagle Strategies (NY Life) with two years of industry experience. He holds the Series 63 and Series 65 licenses and previously served in political and community roles, including volunteer work with the Onondaga Democratic Committee. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and manages a substantial majority of its 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

Antonio B

Series 65, Series 63

De Witt, NY

Eagle Strategies (NY Life)

Antonio Benedetti is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked at Eagle Strategies, NYL Securities LLC, and New York Life Insurance Company. Prior to entering financial services, he was involved with Benedetti Builders LLC for four years. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages the majority of its 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
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