CB
Christy Barilotti
EAGLE STRATEGIES LLC
PHILADELPHIA, PA 19112
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CRD#: 4402246
CB
Professional summary
Christy Barilotti, AIF®, CFP® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Philadelphia, Pennsylvania and NYLIFE SECURITIES LLC located in Philadelphia, Pennsylvania.
Christy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Christy has worked at 2 firms and has passed the Series 65, 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.
[OPERATING UNDER THE DBA NAME OF BARILOTTI 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; 1819 JOHN F. KENNEDY BLVD, SUITE 301, PHILADELPHIA, PA 19103; START DATE: 1/2008] [INSTRUCTOR- TEACHER PROFESSOR; 585 E CITEY AVE STE 1060 BALA CNYWYD PA 19004; COMMUNITY COLLEGE -LIFETIME LEARNING CONTINUING ED; START DATE 10/2008] [OPERATING UNDER THE DBA NAME OF BARILOTTI WEALTH STRATEGIES & INSURANCE SOLUTIONS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 1819 JOHN F. KENNEDY BLVD, PHILADELPHIA, PA 19103; START DATE: 02/2014] [Campaign Executive Committee (CEC) for Ursinus College; Leaders from all volunteer committees that are associated with the campaign.; 601 E. Main Street, Collegeville, PA 19426; Start Date 09/2016; Role/Title: Board Member; Investment Related; 15 hours per month; 10 hours per month during securities trading hours] [The Broaden Horizon Mentorship Program for Liguori Academy; Educational institution; 1952 East Allegheny Ave Philadelphia, PA 19134; Start Date 10/2017; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; Lead and develop mentor program to students, assist in fund raising activities] [U-Imagine Center Advisory Council; help Ursinus students to become entrepreneurial thinkers and to help students develop lifelong skills such as leadership, time management, negotiation; 601 E Main St, Collegeville, PA 19426; Start Date 09/2018; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours] [Freedom and Clarity, LLC.; apply and hold a patent and license for a cell phone device.; 1819 JFK Blvd. Suite 301, Philadelphia PA 19102; Start Date 08/2018; Role/Title: Owner; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Christy Barilotti'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®
CFP®
Start date: 2008
Experience
Current
August 4, 2003 - Present
EAGLE STRATEGIES LLC
Office #1: 1113 Admiral Peary Way Suites A And B, Philadelphia, PA 19112RIA
CRD#: 110826
PHILADELPHIA, PA
Current
June 5, 2001 - Present
NYLIFE SECURITIES LLC
Office #1: 1113 Admiral Peary Way Suites A And B, Philadelphia, PA 19112BD
CRD#: 5167
Philadelphia, 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
Alabama(6/30/2017)
RR
Arizona(10/7/2016)
RR
California(10/31/2005)
RR
Colorado(4/25/2013)
RR
Connecticut(2/21/2012)
RR
Delaware(8/23/2002)
RR
District of Columbia(4/28/2011)
RR
Florida(3/28/2003)
RR
Georgia(7/28/2008)
RR
Indiana(9/29/2021)
RR
Maine(1/5/2021)
RR
Maryland(10/10/2003)
RR
Massachusetts(2/6/2018)
RR
Minnesota(9/21/2020)
RR
Missouri(1/3/2025)
RR
New Hampshire(10/23/2018)
RR
New Jersey(6/14/2001)
RR
New York(3/28/2003)
RR
North Carolina(10/1/2009)
RR
Ohio(9/6/2017)
RR
Oregon(11/26/2018)
RR
Pennsylvania(6/22/2001)
IAR
Pennsylvania(8/4/2003)
RR
South Carolina(10/25/2016)
RR
Texas(2/1/2007)
IAR
Texas(4/10/2015)
RR
Virginia(12/24/2009)
RR
West Virginia(11/13/2019)
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
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.
