Blake Robert Castaldo
Investment adviser representative at Eagle Strategies LLC
17 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
17 years in the industry.
- Eagle Wealth Partners LLC d/b/a Lifetime Wealth PartnersJun 2021 to now
- Eagle Strategies LLCOct 2020 to now
- Nylife Securities LLCMar 2020 to now
- New York Life Insurance CompanyMay 2019 to now
- Nylife Distributors LLCMay 2019 to Jan 2020
- Nylife Distributors LLCOct 2013 to Mar 2019
- New York Life Insurance CompanyAug 2009 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5706552
- Firm CRD
- 110826