CJ
Carla C. Jagodzinski
EAGLE STRATEGIES LLC
SUGAR NOTCH, PA
Some features on this profile are disabled
CRD#: 3229533
CJ
Professional summary
Carla Christine Jagodzinski, who also goes by Carla Christine Miller, Carla Miller, Carla Christine Palovchak, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Sugar Notch, Pennsylvania and NYLIFE SECURITIES LLC located in Sugar Notch, Pennsylvania.
Carla is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Carla has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Carla Christine Miller | Carla Miller | Carla Christine Palovchak
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.
[IVORY DEVELOPMENT CORP; DORMANT/INACTIVE SINCE OCTOBER 2009 "ZERO" TAX FILINGS TO DATE FOR PRIOR REAL ESTATE 2005-08, REPURPOSED FOR FIXED INSURANCE SALES 7/2008-10/2009; 670 MAIN ST SUGAR NOTCH, PA. 18706; START DATE 04/2005; ROLE/TITLE: OFFICER; INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: NONE] [INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED OUTSIDE INSURANCE PRODUCTS; 56 Elizabeth St Forty Fort, Pa 18704; START DATE: 01/2001;INVESTMENT RELATED; 8 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Rental Property; 50-52 S. Walnut St Wilkes Barre Twp., PA 18702; Start Date 01/2018; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF JAGODZINSKI FINANCIAL BOUTIQUE FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SUGAR NOTCH, PA; START DATE: 09/2021] [Whiskey Woods Cabin, LLC; A cabin 4370 Carolina Cove Way Pigeon Forge Tennessee used for overnight rental; 4370 Carolina Cove Way Pigeon Forge Tn. 37863; Start Date 07/2023; Role/Title: Member; Investment Related; 3 hours per month; 3 hours per month during securities trading hours] [Luzerne Foundation - David J Miller Scholarship Fund; A fund to distribute to qualified applicants scholarships to David's high school, Crestwood and Big Brothers Big Sisters of NEPA; 670 Main St Sugar Notch Pa 18706; Start Date 05/2023; Role/Title: Member; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours; I am a committee member and an authorized founder] [NYLARC Holding Company, Inc; Reinsuring the life insurance I write with New York Life; 51 Madison Ave New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Carla Christine Jagodzinski'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
September 6, 2023 - Present
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
SUGAR NOTCH, PA
Current
May 6, 2015 - Present
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SUGAR NOTCH, PA
Past
August 1, 2008 - November 20, 2009
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
DALLAS, PA
Past
May 24, 1999 - July 11, 2008
M&T SECURITIES, INC.
BD
CRD#: 17358
SHAVERTOWN, PA
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
Pennsylvania(7/30/2015)
IAR
Pennsylvania(9/6/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/28/2023
General Securities Representative ExaminationGeneral 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.
