Huntsville, AL Starmount Circle SW Office

Team
Updated today
Eagle Strategies (NY Life) logo

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

2310 Starmount Circle SW

Huntsville AL 35801

Advisors at this office

4

Advisors at this office

user avatar

Deborah M

Series 66

Huntsville, AL

Eagle Strategies (NY Life)

Deborah Mosley is a financial advisor with Eagle Strategies (NY Life) in Huntsville, AL, holding a Series 66 designation and 24 years of industry experience. Her career includes roles at Eagle Strategies, NYLIFE Securities, Raymond James & Associates, and Wells Fargo Advisors. She is also a partner in Arab Development Company, an investment-related business she has been involved with since 1996. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, with a focus on tailoring advice to client objectives and plan sponsor criteria. The firm emphasizes non-discretionary asset management and offers a range of program types including fee-based advice and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
user avatar

Austin S

Series 63, Series 65

Huntsville, AL

Eagle Strategies (NY Life)

Austin Smith is a financial advisor with Eagle Strategies (NY Life) in Huntsville, AL, holding Series 63 and Series 65 designations and four years of industry experience. He has worked with Eagle Strategies since 2024 and currently operates Smith Financial Group, LLC. Outside of his advisory work, Smith serves as an assistant varsity swim coach at Randolph High School and is a board member of the Rotaract Club of Huntsville and the Accelerate BNI Chapter. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis, with a notable focus on institutional relationships within the 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

Frank J

ChFC®, Series 63, Series 65

Huntsville, AL

Eagle Strategies (NY Life)

Frank Jones III is a financial advisor with Eagle Strategies (NY Life) in Huntsville, AL, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 31 years of industry experience, including roles at NYLIFE Securities LLC, New York Life Insurance Company, MassMutual Life Insurance, Guardian Life, and Equitable Advisors. Outside of his advisory work, he serves on the board of the Gulf Coast Soccer Officials Association and holds leadership positions with soccer referee organizations in Alabama. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, delivering tailored advice through various program types and emphasizing non-discretionary asset management 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

Curtis K

Series 66

Huntsville, AL

Eagle Strategies (NY Life)

Curtis Kuetemeyer is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has four years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial industry, he served in the U.S. Army for 22 years. Eagle Strategies serves a diverse client base including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and primarily manages assets on a non-discretionary basis within the 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
View complete list of advisors at this office
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