LR
Laurie H. Runyon
EAGIL FINANCIAL SERVICES
WOODCLIFF LAKE, NJ 07677
Some features on this profile are disabled
CRD#: 3015965
LR
Professional summary
Laurie Helene Runyon, who also goes by Laurie Helene Boltze, is a registered financial advisor currently at EAGIL FINANCIAL SERVICES located in Woodcliff Lake, New Jersey and THE LEADERS GROUP, INC. located in Summit, New Jersey.
Laurie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Laurie has worked at 7 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Laurie Helene Boltze
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.
1.) RUNYON ORGANIZATION - 4/1/1991 - 50 Tice Blvd, Woodcliff Lake, NJ 07677 - Chief Financial Officer, Sales, Invt Rel, Insurance Business, 20 hrs/mo; 20 hrs/mo (during trading hours). 2.) EAGiL FINANCIAL GROUP - 10/1/2007 - 50 Tice Blvd, Woodcliff Lake, NJ 07677 - President & Chief Operations Officer, Sales, Invt Rel, Insurance Business, 200 hrs/mo; 200 hrs/mo (during trading hours). 3.) RUNYON CAPITAL CORP dba EAGiL FINANCIAL SERVICES - 5/1/2005 - 50 Tice Blvd, Woodcliff Lake, NJ 07677 - President & Chief Compliance Officer, Refers clients to other investment advisors, Registered Investment Advisory Business, 20 hrs/mo; 20 hrs/mo (during trading hours). 4.) CAPITAS FINANCIAL INC - 10/1/2018 - 200 Coon Rapids Blvd, Suite 300, Minneapolis, MN 55433 - Agent, Split cases and provide leads, Not Invt Rel, Insurance Business, 1 hr/mo; 1 hr/mo (during trading hours). 5.) EAGiL LIFE SETTLEMENTS, LLC -5/1/2023 - 50 Tice Boulevard, Woodcliff Lake, NJ 07677 - Member/Operations, 35% Membership Interest in EAGiL Life Settlements, LLC, Licensing/Compliance, 21 hr/mo; 10 hr/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Laurie Helene Runyon'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 18, 2006 - Present
EAGIL FINANCIAL SERVICES
Office #1: 50 Tice Boulevard, Woodcliff Lake, NJ 07677RIA
CRD#: 139375
WOODCLIFF LAKE, NJ
Current
October 2, 2018 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901BD
CRD#: 37157
Summit, NJ
Past
February 14, 2017 - October 4, 2018
OSAIC FS, INC.
RIA
CRD#: 3870
WOODCLIFF LAKE, NJ
Past
November 25, 2015 - October 4, 2018
OSAIC FS, INC.
BD
CRD#: 3870
FORT WAYNE, IN
Past
October 21, 2013 - October 4, 2018
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
April 26, 2004 - May 24, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
PARAMUS, NJ
Past
November 8, 2000 - December 20, 2002
APW CAPITAL, INC.
BD
CRD#: 43814
ROCKAWAY, NJ
Past
September 8, 1998 - December 7, 2000
TRANSAMERICA FINANCIAL ADVISORS, INC.
BD
CRD#: 3600
LOS ANGELES, CA
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
IAR
New Jersey(4/18/2006)
RR
New Jersey(10/2/2018)
RR
New York(10/2/2018)
RR
Pennsylvania(3/12/2024)
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
EF
EAGIL FINANCIAL SERVICES
EAGIL FINANCIAL SERVICES | RUNYON CAPITAL MANAGEMENT | RUNYON CAPITAL INSURANCE SERVICES | RUNYON CAPITAL CORPORATION
CRD#: 139375 / SEC#:
California
Registered Investment Advisory firm - (3/4/2019 Terminated)Connecticut
Registered Investment Advisory firm - (12/31/2018 Terminated)Florida
Registered Investment Advisory firm - (12/31/2018 Terminated)Georgia
Registered Investment Advisory firm - (12/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (4/18/2006 Approved)New York
Registered Investment Advisory firm - (12/31/2018 Terminated)Virginia
Registered Investment Advisory firm - (12/31/2018 Terminated)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
50 Tice Blvd, Woodcliff Lake, NJ 07677
Mailing Address
Phone number
(201) 497-1429
Established
Firm type
Fiscal year end
# of Employees
1
Exempt reporting advisers
Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| New York | ERA - Withdrawn | 3/10/2021 |
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.
