Pittsburgh, PA West Station Square Dr Office

Team
Updated today

Client AUM

$31,248,885,097

Clients

132,722

Advisors

6

Of 2,484 advisors across 961 offices

Location

225 West Station Square Dr, Ste 300

Pittsburgh PA 15219

Advisors at this office

6

Advisors at this office

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Clinton K

Series 63, Series 65

Pittsburgh, PA

Eagle Strategies (NY Life)

Clinton Kelly is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Eagle Strategies in 2025, he worked at Nylife Securities LLC and New York Life Insurance Company. Outside of his advisory work, he serves as President of the Knights of Mecca - Syria Shrine, supporting the Shriner's Children's Hospital in Erie, PA. 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 advisers. The firm provides tailored solutions including fee-based advice and retirement plan consulting, with a focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

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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Alexander R

Series 66, Series 63

Pittsburgh, PA

Eagle Strategies (NY Life)

Alexander Robenolt is a financial advisor with Eagle Strategies (New York Life) in Pittsburgh, PA. He holds Series 66 and Series 63 licenses and has three years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life, Northwestern Mutual, and the Pennsylvania State System of Education. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides tailored solutions across multiple program types and manages a substantial non-discretionary asset base 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
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Hyojoung K

Series 63, Series 66

Pittsburgh, PA

Eagle Strategies (NY Life)

Hyojoung Kim is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA, holding Series 63 and Series 66 licenses with nine years of industry experience. She has been affiliated with New York Life Insurance Co and NYLIFE Securities since 2017 and joined Eagle Strategies LLC in 2024. Prior to her career in finance, she spent a year as a homemaker. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, managing 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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Tyler R

Series 63, Series 65

Pittsburgh, PA

Eagle Strategies (NY Life)

Tyler Ruby is a financial advisor with Eagle Strategies (New York Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been affiliated with Eagle Strategies and Ruby Financial Group since 2020 and has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2016. Ruby operates under the DBA Ruby Financial Group, brokering non-registered insurance products alongside his advisory work. Eagle Strategies serves a diverse mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and delivers advice through various program types, with the majority of its assets managed 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
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Jeffrey O

Series 63, Series 65

Pittsburgh, PA

Eagle Strategies (NY Life)

Jeffrey Olenych is a financial advisor with Eagle Strategies (NY Life) based in Pittsburgh, PA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC since 2014, as well as leadership at Olenych Financial Group and Ruby Financial Group. Olenych also works as an insurance broker, brokering non-registered insurance products through outside carriers. 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 various program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis and a notable focus on fiduciary responsibilities in retirement plan advisory.

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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Joseph F

Series 65, Series 63

Pittsburgh, PA

Eagle Strategies (NY Life)

Joseph Facciani is a financial advisor with Eagle Strategies (NY Life) in Pittsburgh, PA, holding Series 65 and Series 63 licenses. He has one year of industry experience and a background that includes roles at NYLife Securities LLC, New York Life, Allegheny Health Network, GBU Life, and Modern Art & Plate Glass Co., Inc. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailoring recommendations to client objectives and Plan Sponsor criteria 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
View complete list of advisors at this office
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