Trumansburg, NY Office

Team
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Eagle Strategies (NY Life)

Enterprise

Firm-wide stats for Eagle Strategies (NY Life)

Total advisors

2,524

Across 963 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

1 Old Main St

Trumansburg NY 14886

Advisors at this office

6

Advisors at this office

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Michael S

Series 66

Trumansburg, NY

Eagle Strategies (NY Life)

Michael Strong is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY, holding a Series 66 designation and 10 years of industry experience. He is also associated with H&H Financial Group LLC and New York Life Insurance. Outside of his advisory role, Strong acts as an insurance broker for non-registered products and holds profit interests in Herrington Real Estate LLC. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, 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
user avatar

Scott H

Series 63, Series 65

Trumansburg, NY

Eagle Strategies (NY Life)

Scott Hurlbut Sr. is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His career includes long-term roles with Eagle Strategies, Nylife Securities, and New York Life Insurance Company. In addition to his advisory work, he brokers health and life insurance on a limited basis and is involved with H&H Financial Group for products outside New York Life’s offerings. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with most assets managed 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
user avatar

Manda L

Series 63, Series 65

Trumansburg, NY

Eagle Strategies (NY Life)

Manda Lewis is a financial advisor with Eagle Strategies (NY Life) in Trumansburg, NY, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at H&H Financial Group LLC since 2012 and has been affiliated with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2005. Lewis is also involved as an associate and broker with H&H Financial Group. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals and institutions. The firm emphasizes tailored advice and offers multiple program types, primarily managing assets 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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Colton H

Series 66

Trumansburg, NY

Eagle Strategies (NY Life)

Colton Herrington is a financial advisor with Eagle Strategies (NY Life) and holds the Series 66 designation. He has 12 years of industry experience and has been affiliated with New York Life and its related entities since 2013. Outside of his advisory role, Herrington is involved in several business ventures including owning an employment agency and a construction and excavation company. Eagle Strategies serves a broad mix 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 multiple program types tailored to client objectives, with a significant portion of its assets managed 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
user avatar

Lucas H

Series 63, Series 66

Trumansburg, NY

Eagle Strategies (NY Life)

Lucas Herrington is a financial advisor with Eagle Strategies (NY Life) based in Trumansburg, NY, holding Series 63 and Series 66 licenses with 15 years of industry experience. He has been associated with H & H Financial Group LLC and Eagle Strategies since 2012, and with New York Life and NYLIFE Securities since 2010 and 2011, respectively. Outside of his advisory work, Herrington owns and operates Elk Creek Enterprises, a construction and excavation company. 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 investment adviser representatives. The firm emphasizes tailored recommendations and manages most of its assets on a non-discretionary basis, working extensively with institutional plan sponsors 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

Kyle H

ChFC®, Series 63, Series 65

Trumansburg, NY

Eagle Strategies (NY Life)

Kyle Herrington is a financial advisor with Eagle Strategies and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 35 years of industry experience and has been associated with Eagle Strategies since 1998 and New York Life since 1994. Outside of his advisory work, he owns Crescent Lake Camp Grounds as a rental property. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a variety of programs, including fee-based advice and retirement plan consulting, with an emphasis on tailoring recommendations to client objectives and plan sponsor needs.

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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