Glendale, CA 801 N Brand Blvd Suite 1400 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
23
Of 2,481 advisors across 960 offices
Location
801 N Brand Blvd, Suite 1400
Glendale CA 91203
Advisors at this office
23
Advisors at this office
Martin P
Series 63, Series 65
Glendale, CA
Eagle Strategies (NY Life)
Martin Petoyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked with multiple affiliated entities including Syndicus Financial & Insurance Services LLC, Clear Compass Financial and Insurance Services, and Blue Cedar Financial and Insurance Solutions. Petoyan operates several registered businesses for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Gregory M
Series 65, Series 63
Glendale, CA
Eagle Strategies (NY Life)
Gregory Manukian is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Eagle Strategies in 2025, he was associated with NYLIFE Securities LLC and New York Life Insurance Company since 2023. He is a board member of Centse Financial Literacy, where he provides financial literacy seminars to schools and organizations, and volunteers with the Employer Fraud Task Force to raise awareness about workers compensation fraud. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and provides advisory solutions primarily on a non-discretionary basis through a broad network of affiliated investment adviser representatives.
Erin F
Series 66, Series 63
Glendale, CA
Eagle Strategies (NY Life)
Erin Furman is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 66 and Series 63 licenses with nine years of industry experience. Her work history includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Cumby Spencer & Associates. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages a substantial majority of assets on a non-discretionary basis.
Arman H
Series 63, Series 65
Glendale, CA
Eagle Strategies (NY Life)
Arman Harutyunyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Eagle Strategies, he worked at Bank of America and in healthcare-related roles. Outside of advising, he is employed as a caregiver through In-Home Supportive Services. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and mostly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Nelson C
Series 66
Glendale, CA
Eagle Strategies (NY Life)
Nelson Chavez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC and has operated a car rental business, Turo, since 2020. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.
Munir T
Series 65, Series 63
Glendale, CA
Eagle Strategies (NY Life)
Munir Tager is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has two years of experience in the financial industry, having worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he serves as a board member and secretary for LeTip International Inc., a professional leads organization for business owners and entrepreneurs. 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, primarily on a non-discretionary basis, and integrates advisory services with insurance and annuity products through its affiliation with New York Life.
Chad W
Series 66
Glendale, CA
Eagle Strategies (NY Life)
Chad Worozaken is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA. He holds a Series 66 designation and has 16 years of industry experience. His work history includes roles at Wells Fargo Advisors, Wells Fargo Clearing, and Atlas North Financial Strategies. Outside of his advisory work, he serves as a volunteer baseball coach and board member for the Santa Anita Little League and volunteers with youth soccer development. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, supporting a wide range of investors and plan sponsors within the New York Life affiliate structure.
Arin M
Series 63, Series 65
Glendale, CA
Eagle Strategies (NY Life)
Arin Moradian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with multiple firms including Blue Cedar Financial and Insurance Solutions and Capital Edge Insurance & Financial Services, Inc. He is also involved in brokering property and casualty insurance products in addition to life and health insurance. 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. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Trisha B
Series 66, Series 63
Glendale, CA
Eagle Strategies (NY Life)
Trisha Beharie is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA. She holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to her current role, she worked with JHB Management and has involvement as a member of the Screen Actors Guild-American Federation of Television and Radio Artists and Actors Equity. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.
Ashley E
Series 63, Series 65
Glendale, CA
Eagle Strategies (NY Life)
Ashley Ethridge is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked in various roles since 2014, including at New York Life and Capital Edge Insurance & Financial Services, and is currently involved in brokering non-registered insurance products through her ownership of Frontline Finance & Insurance Services LLC. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm provides tailored advisory solutions and operates within an integrated New York Life affiliate structure.
John U
Series 63, Series 66
Glendale, CA
Eagle Strategies (NY Life)
John Usry is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 66 licenses and three years of industry experience. He previously spent 19 years at Aflac before joining New York Life and its affiliated firms. Outside of finance, he is active as a jazz saxophonist. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.
Ricardo R
Series 63, Series 65
Glendale, CA
Eagle Strategies (NY Life)
Ricardo Ramirez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has six years of industry experience. Ramirez has worked with Monarch Grove Wealth Strategies & Insurance Solutions LLC and RMR Insurance Solutions & Wealth Strategies, which he owns, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
James M
ChFC®, Series 63
Glendale, CA
Eagle Strategies (NY Life)
James Mackey is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds the ChFC® designation and Series 63 license, with 16 years of industry experience. He has been affiliated with New York Life Insurance Company since 2008 and has worked at Eagle Strategies since 2022. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and corporate and charitable entities. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, with an emphasis on tailored, mostly non-discretionary solutions integrated within the New York Life affiliate structure.
Dennis L
Series 65, Series 63
Glendale, CA
Eagle Strategies (NY Life)
Dennis Liu is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, and Transglobal Holding Company. He also served over two decades at Vineyard of Hope Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple advisory programs, with most assets managed on a non-discretionary basis.
Tigran B
Series 63, Series 66
Glendale, CA
Eagle Strategies (NY Life)
Tigran Basmadjyan is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Eagle Strategies since 2012 and has been associated with New York Life and NYLIFE Securities since 2004 and 2005, respectively. Outside of advising, he is a passive investor in film production and a charitable technology venture aimed at assisting deaf individuals. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and emphasizes a largely non-discretionary asset management approach, operating within an integrated New York Life affiliate structure.
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