El Paso, TX N Resler Dr 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

621 N Resler Dr

El Paso TX 79912

Advisors at this office

3

Advisors at this office

user avatar

Pablo M

ChFC®, Series 63, Series 66

El Paso, TX

Eagle Strategies (NY Life)

Pablo Magdaleno Carlos is a financial advisor with Eagle Strategies (NY Life) based in El Paso, TX, holding the ChFC® designation and securities licenses Series 63 and 66. He has nine years of industry experience and has held roles at Crown Wealth Strategies LLC, Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Co. He serves in leadership and finance committee roles on the boards of several local nonprofit organizations focused on children's health and bereavement support. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm delivers tailored advice through multiple program types, primarily managing 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

Elizabeth D

Series 63, Series 66

El Paso, TX

Eagle Strategies (NY Life)

Elizabeth Dipp Metzger is a financial advisor with Eagle Strategies (New York Life) based in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been affiliated with Eagle Strategies since 2011 and also maintains roles with Crown Wealth Advisers, LLC d.b.a. Crown Wealth Strategies. Beyond her advisory work, she serves on the boards of the S.A.M. Foundation, Young President's Organization, El Paso Children's Hospital Foundation, United Way, and volunteers on the CFP Ethics Hearing Panel. Additionally, she owns a juice company, PUR Pressed Juice. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types, focusing primarily on non-discretionary asset management and tailoring advice to client objectives and plan sponsor criteria, operating 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

Javier Z

Series 63, Series 66

El Paso, TX

Eagle Strategies (NY Life)

Javier Zubiate is a financial advisor with Eagle Strategies (New York Life) based in El Paso, TX. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Eagle Strategies, he worked at Charles Schwab and New York Life Insurance Company. Outside of advising, he is a board member of the El Paso Estate Planning Council and is an owner of a family heating, ventilation, and air conditioning business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client goals, operating primarily on a non-discretionary asset management basis within the 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
View complete list of advisors at this office
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