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Nadeem S Salem

EAGLE STRATEGIES
TOLEDO, OH
·CRD# 2246631·34 years experience

Professional Summary

Nadeem S Salem, who also goes by Nadeem Sine Salem, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Toledo, Ohio and NYLIFE SECURITIES LLC located in Toledo, Ohio. Nadeem is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Nadeem has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nadeem Sine Salem

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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

34 years in the financial services industry

Current & Past Employments

EAGLE STRATEGIES LLC·CRD# 110826
RIA
413 Washington Street, Toledo, OH 43604
September 8, 2008 - Present
NYLIFE SECURITIES LLC·CRD# 5167
BD
413 Washington Street, Toledo, OH 43604
June 13, 2008 - Present
WALNUT STREET SECURITIES, INC.·CRD# 15840
RIA
Toledo, OH
April 10, 2006 - May 16, 2008
SAVAGE AND ASSOCIATES, INC.·CRD# 119705
RIA
Toledo, OH
September 10, 2004 - May 28, 2008
WALNUT STREET ADVISERS INC·CRD# 109903
RIA
Toledo, OH
June 5, 2001 - November 3, 2006
WALNUT STREET SECURITIES, INC.·CRD# 15840
BD
Toledo, OH
April 4, 2001 - May 16, 2008
OSAIC WEALTH, INC.·CRD# 23131
BD
Scottsdale, AZ
June 22, 1992 - May 17, 2001

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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.

[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 3/2008] [TOLEDO LUCAS COUNTY PORT AUTHORITY; ONE MARITIME PLAZA, SUITE 701, TOLEDO, OHIO 43604; MAINTAINING THE AIRPOT, TRAIN STATION AND SEAPORT & ACTS AS THE FINANCIAL ARM FOR PROSPECTIVE & EXISTING BUSINESS IN THE ENTIRE REGION-GOVERNED BY STATE OF OHIO REGULATION; I SERVE AS APPOINTED DIRECTOR ON BOARD-APPOINTED BY COUNTY COMMISSIONERS] [OPERATING UNDER THE DBA NAME OF SALEM FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; TOLEDO, OH; START DATE: 08/2016] [NYLARC Holding Company, Inc.; Reinsuring the life insurance I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 06/2018; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [SFG Holdings, LLC; SFG Holdings will own a small building that will fully house our financial services practice called Salem Financial Group, LLC which DBA is already approved by NYL; 413 Washington St., Toledo OH 43604; Start Date 05/2021; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Islamic Society of Northwest Ohio; Islamic Center. Religious institution providing religious services and community activities for the Muslim community in Northwest Ohio.; 850 S. McCord Rd. Holland Ohio 43528; Start Date 08/2022; Role/Title: Finance Committee Chair; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [The University of Toledo College of Business and Innovation - Finance Department Chair Advisory Board; Provide only an advisory role to the department chair on issues relevant to the Toledo community.; 2801 W. Bancroft St, Toledo, OH 43606; Start Date 11/2022; Role/Title: advisor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; one of 15-30 community leaders and University of Toledo graduates serving in this advisory, voluntary role] [The University of Toledo Foundation Board; The Foundation is established to support the work of the University of Toledo.; 4501 Dorr St. Toledo, OH 43615; Start Date 07/2019; Role/Title: Board Member; Investment Related; 4 hours per month; 4 hours per month during securities trading hours; Serve as board member. also will serve on the investment committee in an oversight and fiduciary capacity. I will also serve on the executive committee as Secretary.]

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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
California
(12/17/2014)
RR
Colorado
(6/30/2017)
RR
Florida
(10/14/2016)
RR
Illinois
(1/31/2018)
RR
Indiana
(6/18/2008)
RR
Iowa
(9/10/2008)
RR
Michigan
(6/18/2008)
RR
Ohio
(6/13/2008)
IAR
Ohio
(9/8/2008)
RR
Texas
(1/2/2024)

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 65 — Uniform Investment Adviser Law Examination

Passed Dec 1999About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2003About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1992About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Nadeem S Salem's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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