PB
Paul M. Beggan
EAGLE STRATEGIES LLC
WALTHAM, MA 02451
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CRD#: 1414320
PB
Professional summary
Paul Martin Beggan is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Waltham, Massachusetts and NYLIFE SECURITIES LLC located in Waltham, Massachusetts.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Paul has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 201 JONES RD 5TH FLOOR WALTHAM MA 02451; INVESTMENT RELATED; START DATE 8/2021; 20 HOURS PER MONTH AND DURING SECURITIES HOURS; INSURANCE BROKER] [RENTAL PROPERTY; RENTAL REAL ESTATE; RT 16 NORTH CONWAY, NH; START DATE 12/1999; ROLE/TITLE: OWNER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [THG Acquisition LLC; Employee Benefits Broke-sales of employee benefits to the hill group off new England- part of sales agreement Series A Unit purchaser; 6802 Paragon Place, Richmond, VA 23230; Start Date 09/2019; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF THE HILB GROUP OF NEW ENGLAND, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WALTHAM, MA; START DATE: 03/2020] [HILB Group of New England LLC; Employee Benefits Insurance Brokers; 6802 Paragon Place, Richmond, VA 23230; Start Date 09/2019; Role/Title: Independent Contractor; Investment Related; 40 hours per month; 30 hours per month during securities trading hours] [Hilb Group Equity Program; Employee benefits & Liability Insurance Brokerage; 6802 Paragon Place, Suite 200, Richmond, Virginia 23230; Start Date 02/2022; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [The Pinebrook Group; This would be an opportunity to invest as a limited partner in the acquisition of a high end fitness club along with the real estate where it is located.; Thoreau Club, Concord, Ma; Start Date 04/2022; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [The Pinebrook Group - All Sport Health & Fitness; Sports & Fitness facility; 17 Old Main Street, Fishkill, NY 12524; Start Date 01/2024; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Stonehurst Village Association; Condominium Owners Association ; 3351 White Mountain Highway, North Conway, NH 03860; Start Date 11/2023; Role/Title: Board Member; Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Pinebrook Bray Wanderers Investor Partnership; Professional Soccer Club; Carlisle Grounds, Quinsborough Road, Bray, County Wicklow, Ireland; Start Date 08/2025; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Pinebrook Fit Club; Fitness club; 584 N State Road, Briarcliff Manor, NY 10510; Start Date 08/2025; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Paul Martin Beggan's 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®
NoneExperience
Current
December 3, 1999 - Present
EAGLE STRATEGIES LLC
Office #1: 201 Jones Road 5th Floor, Waltham, MA 02451RIA
CRD#: 110826
WALTHAM, MA
Current
November 25, 1985 - Present
NYLIFE SECURITIES LLC
Office #1: 201 Jones Road 5th Floor, Waltham, MA 02451BD
CRD#: 5167
Waltham, MA
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 - (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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/21/2025)
RR
Connecticut(1/2/2025)
RR
Florida(1/6/2011)
RR
Georgia(1/30/2015)
RR
Maine(4/18/2018)
RR
Massachusetts(1/8/1986)
IAR
Massachusetts(12/3/1999)
RR
New Hampshire(3/20/2018)
RR
Virginia(6/7/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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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)
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 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Waltham, MA 02451TRUST BUT VERIFY
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