TD
Tina Dandry-mayes
EAGLE STRATEGIES LLC
MARRERO, LA 70072
Some features on this profile are disabled
CRD#: 1479643
TD
Professional summary
Tina Dandry-mayes, ChFC®, CLU®, who also goes by Tina Dandry Cavalier, Tina Dandrymayes, Tina D Sullivan, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Marrero, Louisiana and NYLIFE SECURITIES LLC located in Marrero, Louisiana.
Tina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Tina has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tina Dandry Cavalier | Tina Dandrymayes | Tina D Sullivan
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 INSURANCE PRODUCTS; 639 LOYOLA AVE STE1900 NEW ORLEANS, LA 70113; START DATE 06/2002; ROLE/TITLE: OWNER; INVESTMENT RELATED; 100 HOURS PER MONTH; 50 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF FINANCIAL STRATEGIES AND SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW ORLEANS, LA; START DATE: 09/2015] [West Jefferson Hospital Foundation; Foundation is a fund raising arm for West Jefferson Medical Center to help provide material items needed for Women's cancer center, childrens needs etc; 1111 Medical Center Blvd Marrero, LA 70072; Start Date 06/2017; Role/Title: Officer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Visitation of Our Lady Catholic Church Parish Council; Parish Council reviews budget for the Parish; 3300 Ames Blvd Marrero, LA 70072; Start Date 04/2016; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Safe-Push LLC; It is an LLC which will be used to create and sell medical invention through; 2604 Oak Forest Blvd Marrero, La 70072; Start Date 01/2019; Role/Title: Owner; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; research other companies and Licensing agreements and review any offers given to our LLC]
CRS (Client Relationship Summary) - RIA
Click below to view Tina Dandry-mayes'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®
Experience
Current
July 7, 2006 - Present
EAGLE STRATEGIES LLC
Office #1: 4181 Bald Eagle Park, Marrero, LA 70072RIA
CRD#: 110826
MARRERO, LA
Current
June 27, 1986 - Present
NYLIFE SECURITIES LLC
BD
CRD#: 5167
MARRERO, LA
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
Alabama(4/12/2023)
RR
California(4/26/1995)
RR
Colorado(8/5/2014)
RR
Florida(3/8/1989)
RR
Georgia(12/21/2005)
RR
Kansas(5/17/2012)
RR
Louisiana(6/27/1986)
IAR
Louisiana(7/7/2006)
RR
Mississippi(1/28/1994)
RR
Nevada(12/1/2005)
RR
New York(5/17/2012)
RR
North Carolina(12/12/2005)
RR
South Carolina(4/14/2008)
RR
Tennessee(6/27/2006)
RR
Texas(10/10/2018)
IAR
Texas(1/30/2023)
Exams
State Security Law Exam
State Security Law 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Marrero, LA 70072TRUST BUT VERIFY
Monitor Tina Dandry-mayes
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
