Paul Andrew Lacava
Investment adviser representative at Eagle Strategies LLC
35 yearsExperience
1 stateRegistered in
$32BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
35 years in the industry.
- Eagle Strategies LLCAug 2021 to now
- Wealth Conservation Group, Inc.Sep 2016 to now
- Benefits Plus Financial Services, IncMar 2010 to now
- Nylife-eagle StrategiesMar 2000 to now
- Nylife Securities Inc.Mar 1992 to now
- New York Life Ins CoDec 1991 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (NY).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2231706
- Firm CRD
- 110826