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John William Cucarese

Investment adviser representative at Eagle Strategies LLC
21 yearsExperience
3 statesRegistered 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

21 years in the industry.

  1. John Cucarese Financial ServicesJun 2018 to now
  2. Eagle Strategies LLCAug 2017 to now
  3. Nylife Securities, Inc.Apr 2005 to now
  4. New York Life Insurance CompanyMar 2005 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2017

State registrations

Registered as an investment adviser representative in 3 states (OH, PA, TX).

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
4932394
Firm CRD
110826
Advisor's SEC record (opens in a new tab)
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