Wall, NJ Office

Team
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Eagle Strategies (NY Life)

Enterprise

Firm-wide stats for Eagle Strategies (NY Life)

Total advisors

2,529

Across 963 offices

Clients per advisor

52 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

1963 State Route 34, Bldg B Suite 201

Wall NJ 07719

Advisors at this office

10

Advisors at this office

user avatar

Jonathan H

Series 66, Series 63

Wall, NJ

Eagle Strategies (NY Life)

Jonathan Hempstead is a financial advisor with Eagle Strategies (New York Life) and holds Series 66 and Series 63 licenses. He has one year of industry experience and previously worked at AssuredPartners and Towson University. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives, emphasizing tailored recommendations and primarily managing 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

Daniel M

Series 63, Series 65

Wall, NJ

Eagle Strategies (NY Life)

Daniel Mueller is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including GM Wealth Partners, LLC and Podell Financial Group, LLC. Outside of his advisory work, Mueller is involved in several nonprofit and community activities, serving as a board member for David's Dream and Believe Cancer Foundation and the Robin Mainardi Scholarship Fund, and operates a music production business. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and emphasizes tailored recommendations, managing the vast majority of regulatory assets on a non-discretionary basis while maintaining 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
user avatar

Peter V

Series 66

Wall, NJ

Eagle Strategies (NY Life)

Peter Van Alstine is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has one year of industry experience and previously worked at NYLIFE Securities LLC, New York Life Insurance Company, Equitable Advisors, LLC, Workiva, Toppan Merrill, and RR Donnelley. 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 a range of advisory programs tailored to client objectives and emphasizes 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

Michael H

Series 63, Series 66

Wall, NJ

Eagle Strategies (NY Life)

Michael Husar is a financial advisor with Eagle Strategies (NY Life) based in Wall, NJ. He holds Series 63 and Series 66 licenses and has eight years of industry experience, including roles with NyLife Securities LLC and New York Life Insurance Company since 2018. Outside of his advisory work, he serves as treasurer for multiple nonprofit and fraternal organizations and participates in a small business networking group. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers various program types and emphasizes tailoring advice to client objectives, 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

Joseph G

Series 65, Series 63

Wall Township, NJ

Eagle Strategies (NY Life)

Joseph Gyumolcs is a financial advisor with Eagle Strategies (NY Life) based in Wall Township, NJ. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, MassMutual Greater Philadelphia, and Chris Thomas State Farm. Outside of his advisory work, he hosts the "Fuel Your Mornings" podcast, featuring conversations with professionals from various fields. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated structure alongside New York Life affiliates.

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

James R

Series 66

Wall Township, NJ

Eagle Strategies (NY Life)

James Reuter is a financial advisor at Eagle Strategies (NY Life) based in Wall Township, NJ, holding a Series 66 designation with six years of industry experience. His prior work includes service with Podell Financial Group and New York Life, as well as an 11-year career with the NYPD. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of program types and primarily manages assets on a non-discretionary basis, working extensively with plan sponsors and integrating advisory services with insurance and annuity products.

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

Mathew S

Series 66

Wall, NJ

Eagle Strategies (NY Life)

Mathew Solomon is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 designation and has 23 years of industry experience. He has been with Eagle Strategies since 2016 and concurrently affiliated with New York Life Insurance Company and Nylife Securities LLC since 2015. Outside of his advisory role, he participates as an employee on the inflation and vehicle teams for the Macy's Thanksgiving Day Parade balloons. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and manages a large asset base primarily 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

Kenneth T

Series 63, Series 65

Wall, NJ

Eagle Strategies (NY Life)

Kenneth Taylor is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 designations. He has one year of industry experience and previously spent ten years at Monmouth University. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a substantial portion 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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