Michael J. Conley

EAGLE STRATEGIES LLC

VICTOR, NY 14564-1061

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CRD#: 1380147

Professional summary

Michael J 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 53, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael John Conley | Michael J Conley

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]

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 7, 2025 - Present

EAGLE STRATEGIES LLC

Office #1: 209 High Point Dr Ste 310, New York Life Insurance, Victor, NY 14564-1061

RIA

CRD#: 110826

VICTOR, NY

Current

November 11, 2024 - Present

NYLIFE SECURITIES LLC

Office #1: 209 High Point Dr Ste 310, New York Life Insurance, Victor, NY 14564-1061

CRD#: 5167

VICTOR, NY

Past

June 14, 2021 - October 22, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

ROCHESTER, NY

Past

November 28, 2018 - October 22, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

ROCHESTER, NY

Past

October 24, 2017 - November 20, 2018

NYLIFE SECURITIES LLC

CRD#: 5167

FAIRPORT, NY

Past

June 5, 2014 - August 31, 2017

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

ROCHESTER, NY

Past

November 6, 2013 - June 9, 2014

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

ROCHESTER, NY

Past

September 6, 2013 - June 6, 2014

LPL FINANCIAL LLC

CRD#: 6413

ROCHESTER, NY

Past

December 22, 1987 - April 30, 2013

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

ROCHESTER, NY

Past

July 10, 1985 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

ROCHESTER, NY

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".

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

New Hampshire
(7/10/2025)

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

State Security Law Exam

Series 63

Date: 1/27/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/28/1985

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 53

Date: 12/10/2008

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 6/12/2001

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 12/18/1997

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 Approved)

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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

Established

Firm type

Fiscal year end

# of Employees

2,804

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (11/11/2025)

EAGLE STRATEGIES DISCLOSURE BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts	111,361
AUM (Assets Under Management)	$ 25,395,380,570

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/24/2025	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

Red Flags

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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Firm Stability Insights

Michael J. Conley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

NYLIFE SECURITIES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

NYLIFE SECURITIES LLC

HORNOR, TOWNSEND & KENT, LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/27/1988

SIE

Date: 10/1/2018

Series 7

Date: 12/13/1999

Series 6

Date: 6/28/1985

Series 53

Date: 12/10/2008

Series 24

Date: 6/12/2001

Series 26

Date: 12/18/1997

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

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