Roanoke, VA Pheasant Ridge Road 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
4419 Pheasant Ridge Road, Suite 301
Roanoke VA 24014
Advisors at this office
2
Advisors at this office
Daniel W
Series 65, Series 63
Roanoke, VA
Eagle Strategies (NY Life)
Daniel Webb is a financial advisor with Eagle Strategies (NY Life) based in Roanoke, VA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His work history includes roles at Blanks & Company, Solid Rock Financial Partners, LLC, and New York Life Insurance Co. Outside of advising, Webb serves as First Vice Chairman on the board of the Roanoke County Republican Committee and is involved as an Education Coordinator with Business Networking International. 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 manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors within the New York Life affiliate structure.
Andrew F
Series 63, Series 65
Roanoke, VA
Eagle Strategies (NY Life)
Andrew Fenstermaker is a financial advisor with Eagle Strategies (NY Life) in Roanoke, VA, holding Series 63 and Series 65 licenses with eight years of industry experience. He is also the owner of Solid Rock Financial Partners, LLC, operating to sell New York Life products and broker non-registered insurance products. Outside of his advisory work, Fenstermaker serves as a committee member at Fincastle Baptist Church. Eagle Strategies serves a diverse client base including individual investors, institutional clients, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within the integrated New York Life affiliate structure.
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