MM
Michael J. Michalak
EAGLE STRATEGIES LLC
GRAND RAPIDS, MI 49534
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CRD#: 4377681
MM
Professional summary
Michael John Michalak is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Grand Rapids, Michigan and NYLIFE SECURITIES LLC located in Grand Rapids, Michigan.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.
[PRECINCT DELEGATE FOR TALLMADGE TOWNSHIP, MI, VOLUNTEER POSITION HELPING WITH VOTER REGISTRATION AND TAKE VOTER ISSUES AND QUESTIONS BACK TO PARTY LEADERS.] [TOURNAMENT FISHING; FISHING IN WEEKEND TOURNAMENTS WHERE CASH IS SOMETIMES A PRIZE; GRAND RAPIDS, MI; START DATE 01/2014; ROLE/TITLE: CONTESTANT; NOT INVESTMENT RELATED; 10 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [NAIFA - WEST MICHIGAN; PROMOTING THE INSURANCE INDUSTRY THROUGH EDUCATION; GRAND RAPIDS, MI; START DATE 01/2014; ROLE/TITLE: BOARD MEMBER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF 2M FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; GRAND RAPIDS, MI; START DATE: 05/2017] [Coopersville Lacrosse club; The club is to promote and organize youth lacrosse; 4901 Johnson St Coopersville, mi 49404; Start Date 02/2021; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours;Starting, organizing and coaching] [BMB Farms LLC; BMB Farms LLC owns real estate and leases the ground for row crow production; 12983 24th ave Marne, MI 49435; Start Date 01/2021; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; I rent out farm ground that BMB Farms LLC owns] [Coopersville area public schools; School board member; 198 East Street Coopersville, MI 49404; Start Date 01/2017; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [BMB Real Estate LLC; Purchase real estate for the purpose of rentals. 1136 Davis St Grand Rapids, mi 49504; 12983 24th ave Marne, Mi 49435; Start Date 03/2021; Role/Title: Owner; Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Purchase of the homes and manage the rentals][488 Kinney LLC; Real estate property purchase ; 12983 24th ave Marne, MI 49435; Start Date 07/2024; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; collect rent]
CRS (Client Relationship Summary) - RIA
Click below to view Michael John Michalak'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 14, 2011 - Present
EAGLE STRATEGIES LLC
Office #1: 2m Financial Group Llc 488 Kinney Avenue Nw, Grand Rapids, MI 49534RIA
CRD#: 110826
GRAND RAPIDS, MI
Current
May 22, 2001 - Present
NYLIFE SECURITIES LLC
Office #1: 2m Financial Group Llc 488 Kinney Avenue Nw, Grand Rapids, MI 49534BD
CRD#: 5167
GRAND RAPIDS, MI
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(5/14/2020)
RR
Arizona(1/7/2013)
RR
Arkansas(6/26/2019)
RR
California(2/9/2017)
RR
Connecticut(1/26/2022)
RR
Florida(1/27/2021)
RR
Georgia(9/23/2020)
RR
Illinois(3/4/2020)
RR
Indiana(1/5/2010)
RR
Iowa(2/4/2025)
RR
Massachusetts(2/9/2017)
RR
Michigan(5/22/2001)
IAR
Michigan(4/14/2011)
RR
Nebraska(9/19/2025)
RR
New York(10/17/2023)
RR
Ohio(6/26/2019)
RR
Texas(9/11/2018)
IAR
Texas(10/4/2018)
RR
Virginia(6/3/2019)
RR
Wisconsin(1/4/2017)
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
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Grand Rapids, MI 49534TRUST BUT VERIFY
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