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Michael Conley

EAGLE STRATEGIES
VICTOR, NY
·CRD# 1380147·41 years experience

Professional Summary

Michael Conley, who also goes by Michael John Conley, Michael J Conley, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Victor, New York and NYLIFE SECURITIES LLC located in Victor, New York. Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Michael has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael John Conley, Michael J Conley

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

41 years in the financial services industry

Current & Past Employments

EAGLE STRATEGIES LLC·CRD# 110826
RIA
209 High Point Dr Ste 310, New York Life Insurance, Victor, NY 14564-1061
March 7, 2025 - Present
NYLIFE SECURITIES LLC·CRD# 5167
BD
209 High Point Dr Ste 310, New York Life Insurance, Victor, NY 14564-1061
November 11, 2024 - Present
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Rochester, NY
June 14, 2021 - October 22, 2024
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Rochester, NY
November 28, 2018 - October 22, 2024
NYLIFE SECURITIES LLC·CRD# 5167
BD
Fairport, NY
October 24, 2017 - November 20, 2018
HORNOR, TOWNSEND & KENT, LLC·CRD# 4031
BD
Rochester, NY
June 5, 2014 - August 31, 2017
PRIVATE ADVISOR GROUP, LLC·CRD# 155216
RIA
Rochester, NY
November 6, 2013 - June 9, 2014
LPL FINANCIAL LLC·CRD# 6413
BD
Rochester, NY
September 6, 2013 - June 6, 2014
MSI FINANCIAL SERVICES, INC.·CRD# 14251
BD
Rochester, NY
December 22, 1987 - April 30, 2013
METROPOLITAN LIFE INSURANCE COMPANY·CRD# 4095
BD
Rochester, NY
July 10, 1985 - July 9, 2007

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Current Firm

ES
EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - SEC (10/14/1988 Approved)

Contact Information

Main Address

51 Madison Avenue 12th Floor, New York, NY 10010

Mailing Address

51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010

Phone Number

(888) 695-3245

# of Employees

3,190

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/27/2026Cover PageReport
01/24/2025Cover PageReport
04/25/2024Cover PageReport
12/20/2023Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 33 Erie Crescent, Fairport, NY 14450; start 04/2016; commissions; 2 hours per month, 2 hours during securities trading hours; insurance related]

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - SEC (10/14/1988 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
New Hampshire
(7/10/2025)
RR
New York
(11/11/2024)
IAR
New York
(3/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 1988About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 1999About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1985About the Series 6 exam

Series 53 — Municipal Securities Principal Examination

Passed Dec 2008About the Series 53 exam

Series 24 — General Securities Principal Examination

Passed Jun 2001About the Series 24 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Dec 1997About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Conley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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