Greenville, SC Prado Way 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
337 Prado Way
Greenville SC 29607
Advisors at this office
3
Advisors at this office
David W
Series 65, Series 63
Greenville, SC
Eagle Strategies (NY Life)
David Wyatt II is a financial advisor with Eagle Strategies (NY Life) in Greenville, SC, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has worked with Eagle Strategies since 2023 and concurrently operates Wyatt Brothers Financial LLC, which he founded in 2013. Outside of his advisory roles, Wyatt serves as a deacon at Holland Park Church in Simpsonville, SC. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, institutional sponsors, and plan sponsors. The firm focuses on tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.
Kristin C
Series 63, Series 66
Greenville, SC
Eagle Strategies (NY Life)
Kristin Christofferson is a financial advisor with Eagle Strategies (NY Life) based in Greenville, SC. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Kristin has been associated with Eagle Strategies since 2014 and concurrently works with Wyatt Brothers Financial LLC. She is also involved as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis.
Philip W
Series 63, Series 65
Greenville, SC
Eagle Strategies (NY Life)
Philip Wyatt is a financial advisor with Eagle Strategies (NY Life) in Greenville, SC, holding Series 63 and Series 65 designations and bringing 17 years of industry experience. His career includes long-term roles with New York Life Insurance Company and NYLIFE Securities LLC, as well as operating Wyatt Brothers Financial LLC. Outside of his advisory work, he serves as an officer for the Eastside Track and Cross Country Booster Club. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory programs tailored to individual and institutional client needs, with a significant focus on non-discretionary asset management and relationships with institutional sponsors.
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