BO
Bianca H. Obrien
EAGLE STRATEGIES LLC
Mitchel Field, NY 11553
Some features on this profile are disabled
CRD#: 2109380
BO
Professional summary
Bianca Helen Obrien, who also goes by Bianca Obrien, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Mitchel Field, New York and NYLIFE SECURITIES LLC located in Uniondale, New York.
Bianca is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Bianca has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bianca Obrien
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.
[New Hyde Park Chamber of Commerce; New Hyde Park Chamber of Commerce Board Member; PO Box 247 New Hyde Park, NY 11040; Start Date 10/2020; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; Attend board meetings and chamber meetings. Help decide on meeting content. Welcome new members] [American College Alumni Council; The Alumni Council is a group of dedicated volunteers who assist The American College in strengthening the relationships between alumni, students, and friends through programs and connections that raise the visibility of The American College. ; 630 Allendale Road, Suite 400, King of Prussia, PA 19406; Start Date 01/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; make suggestions for advancing the programs of the college, Attend meetings] [The Caigh it Forward Inc.; This nonprofit honors the life of Caileigh Duggan. Through scholarships, grants and events the foundation celebrates and supports kindness.; 113 Beach 221st Street, Breezy Point, NY 11697; Start Date 09/2025; Role/Title: Officer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; Help with ideas on logistics of events, read essays of candidates for volleyball scholarships, review and provide ideas for website]
CRS (Client Relationship Summary) - RIA
Click below to view Bianca Helen Obrien'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
April 26, 2016 - Present
EAGLE STRATEGIES LLC
Office #1: 333 Earle Ovington Blvd. Ste. 706, Mitchel Field, NY 11553RIA
CRD#: 110826
Mitchel Field, NY
Current
February 8, 1991 - Present
NYLIFE SECURITIES LLC
Office #1: 333 Earle Ovington Blvd. Suite 505, Uniondale, NY 11553BD
CRD#: 5167
Uniondale, NY
Past
May 13, 1996 - December 12, 1996
EAGLE STRATEGIES CORP
BD
CRD#: 36707
Past
December 20, 1993 - March 26, 1997
NYLIFE DISTRIBUTORS LLC
BD
CRD#: 35350
JERSEY CITY, NJ
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
Florida(1/11/2005)
RR
New Jersey(9/28/2004)
IAR
New Jersey(4/26/2016)
RR
New York(7/1/1991)
IAR
New York(8/3/2021)
RR
Pennsylvania(2/24/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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.
