Joseph David Guglielmo
Investment adviser representative at Eagle Strategies LLC
10 yearsExperience
2 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
10 years in the industry.
- Eagle Strategies LLCOct 2022 to now
- Nylife Securities LLCOct 2022 to now
- New York Life Insurance CompanyAug 2022 to now
- Mass Mutual Life Insurance CompanyMay 2021 to Jun 2022
- MML Investors Services, LLCApr 2021 to Jun 2022
- Path One Group, LLCNov 2019 to Apr 2021
- Amg Distributors IncMar 2016 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, RI).
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
- 6404384
- Firm CRD
- 110826