Nicholas Colello
Investment adviser representative at Eagle Strategies LLC
16 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$32BFirm assets
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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
16 years in the industry.
- Eagle Strategies LLCSep 2025 to now
- Nylife Securities LLCSep 2025 to now
- New York LifeNov 2016 to now
- Nylife Securities LLCMay 2013 to Jan 2017
- New York Life Insurance CompanyFeb 2010 to Nov 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 4969997
- Firm CRD
- 110826