HP
Hillary K. Price
EAGLE STRATEGIES LLC
WALTHAM, MA 02451
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CRD#: 2452999
HP
Professional summary
Hillary Koritz Price, ChFC®, CLU®, who also goes by Hillary A Koritz, Hillary Ann Koritz, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Waltham, Massachusetts and NYLIFE SECURITIES LLC located in Waltham, Massachusetts.
Hillary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Hillary has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hillary A Koritz | Hillary Ann Koritz
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; SALE OF NON NEW YORK LIFE PRODUCTS.] [Trustee Hebrew Senior Life; Volunteer, help with fund raising initiatives; 1200 Centre Steet Roslindale, MA 02131; Start Date 12/2003; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Koritz Wealth Strategies, LLC; Life, Disability, Long term care, group brokerage; 201 Jones Road 5th Floor Waltham, MA 02451; Start Date 05/2021; Role/Title: Owner; Investment Related; 120 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KORITZ WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEEDHAM, MA; START DATE: 07/2016 AND 09/2009 (MFO)] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue New York, NY 10010; Start Date 12/2010; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Mahoney Financial Organization LLC; Life insurance, disability insurance , long term care planning and estate planniing; 201 Jones Road 5th Floor Waltham, MA 02451; Start Date 09/2022; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; NEEDHAM, MA; START DATE: 02/2022]
CRS (Client Relationship Summary) - RIA
Click below to view Hillary Koritz Price'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 11, 2011 - Present
EAGLE STRATEGIES LLC
Office #1: 201 Jones Road 5th Floor, Waltham, MA 02451RIA
CRD#: 110826
WALTHAM, MA
Current
January 7, 1999 - 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(12/1/2006)
RR
Connecticut(6/4/2009)
RR
Florida(5/7/2012)
RR
Maine(2/25/2025)
RR
Massachusetts(1/7/1999)
IAR
Massachusetts(7/11/2011)
RR
New Hampshire(6/12/2009)
RR
New York(6/5/2009)
RR
Rhode Island(6/5/2009)
Exams
State Security Law 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
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#: 110826Waltham, MA 02451TRUST BUT VERIFY
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