MG
Michael V. Gisonda
EAGLE STRATEGIES LLC
BOCA RATON, FL 33431
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CRD#: 2730740
MG
Professional summary
Michael Vito Gisonda, ChFC®, CLU® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Boca Raton, Florida and NYLIFE SECURITIES LLC located in Boca Raton, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Michael has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
[OPERATING UNDER THE DBA NAME OF THE BRIDGE GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; BOCA RATON, FL] [NYLARC Holding Co.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue New York, N.Y. 10010; Start Date 10/2010; Role/Title: Shareholder; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company Inc.; Agent reinsurance company - NYL ; 51 Madison Avenue New York, NY 10010; Start Date 11/2022; Role/Title: Board Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Attend meetings][The ARC of Palm Beach County ; Arc of Palm Beach County. Provides support and training for adults and children with developmental disabilities. ; 1201 Australian Avenue, Riviera Beach, FL 33404; Start Date 04/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Michael Vito Gisonda'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
December 14, 2001 - Present
EAGLE STRATEGIES LLC
Office #1: 2500 North Military Trail Suite 300, Boca Raton, FL 33431RIA
CRD#: 110826
BOCA RATON, FL
Current
November 8, 2000 - Present
NYLIFE SECURITIES LLC
Office #1: 2500 North Military Trail Suite 300, Boca Raton, FL 33431BD
CRD#: 5167
Boca Raton, FL
Past
June 21, 2000 - October 13, 2000
ARGUS SECURITIES, INC.
BD
CRD#: 7400
HALLANDALE, FL
Past
May 29, 1998 - March 10, 1999
FIRST COLONIAL SECURITIES
BD
CRD#: 25121
BOCA RATON, FL
Past
January 22, 1998 - May 15, 1998
W.J. NOLAN & COMPANY, INC.
BD
CRD#: 16465
NEW YORK, NY
Past
July 24, 1997 - January 26, 1998
MORGAN, TAYLOR & ASSOCIATES, INC.
BD
CRD#: 37447
MINEOLA, NY
Past
February 26, 1997 - May 14, 1997
THE HAMILTON-SHEA GROUP, INC.
BD
CRD#: 37526
POMPANO BEACH, FL
Past
January 29, 1997 - February 24, 1997
JOSEPHTHAL & CO., INC.
BD
CRD#: 3227
NEW YORK, NY
Past
December 5, 1996 - February 8, 1997
THE BOSTON GROUP
BD
CRD#: 37652
LOS ANGELES, CA
Past
October 30, 1996 - December 18, 1996
ROBERT M. COHEN & CO., INC.
BD
CRD#: 21806
GREAT NECK, NY
Past
April 19, 1996 - October 28, 1996
ROYCE INVESTMENT GROUP, INC.
BD
CRD#: 10494
WOODBURY, NY
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(6/11/2002)
RR
Arizona(2/13/2014)
RR
California(10/8/2013)
RR
Colorado(4/10/2015)
RR
Connecticut(2/11/2019)
RR
Florida(11/8/2000)
IAR
Florida(12/14/2001)
RR
Georgia(1/10/2007)
RR
Hawaii(3/17/2023)
RR
Illinois(3/2/2016)
RR
Indiana(1/26/2012)
RR
Massachusetts(12/8/2024)
RR
Michigan(8/29/2018)
RR
Minnesota(10/8/2013)
RR
Mississippi(5/3/2019)
RR
Nevada(12/18/2013)
RR
New Jersey(1/30/2001)
RR
New Mexico(2/15/2005)
RR
New York(2/20/2001)
RR
North Carolina(2/19/2014)
RR
North Dakota(10/10/2014)
RR
Ohio(2/27/2015)
RR
Oklahoma(7/29/2021)
RR
Pennsylvania(5/7/2019)
RR
South Carolina(1/16/2013)
RR
Tennessee(1/18/2017)
RR
Texas(1/15/2014)
IAR
Texas(10/15/2021)
RR
Utah(11/15/2023)
RR
Virginia(10/10/2018)
RR
Washington(1/26/2012)
RR
Wisconsin(5/5/2021)
RR
Wyoming(11/18/2019)
Exams
State Security Law Exam
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#: 110826Boca Raton, FL 33431TRUST BUT VERIFY
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