Mathew D. Solomon

EAGLE STRATEGIES LLC

WALL, NJ 07719

Some features on this profile are disabled

CRD#: 4485273

Professional summary

Mathew David Solomon is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Wall, New Jersey and NYLIFE SECURITIES LLC located in Wall, New Jersey.

Mathew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Mathew has worked at 9 firms and has passed the Series 66, SIE, Series 7 and Series 24 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.

[Macy's Thanksgiving day parade; inflation team and vehicle team for balloons for the Macy's parade; 151 W 34th St, New York, NY 10001; Start Date 11/2020; Role/Title: Employee; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew David Solomon's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 26, 2016 - Present

EAGLE STRATEGIES LLC

Office #1: 1959 State Route 34 Suite 201, Wall, NJ 07719

RIA

CRD#: 110826

WALL, NJ

Current

November 18, 2015 - Present

NYLIFE SECURITIES LLC

Office #1: 1963 State Route 34 Bldg B Suite 201, Wall, NJ 07719

CRD#: 5167

WALL, NJ

Past

August 15, 2014 - May 21, 2015

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

MANASQUAN, NJ

Past

August 14, 2014 - May 21, 2015

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

manasquan, NJ

Past

February 4, 2011 - July 18, 2014

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

MANASQUAN, NJ

Past

July 7, 2009 - July 18, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

MANASQUAN, NJ

Past

January 29, 2009 - June 29, 2009

TD AMERITRADE, INC.

CRD#: 7870

PRINCETON, NJ

Past

January 26, 2009 - June 29, 2009

TD AMERITRADE, INC.

RIA

CRD#: 7870

PRINCETON, NJ

Past

January 26, 2009 - June 29, 2009

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

PRINCETON, NJ

Past

April 3, 2003 - January 29, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

RED BANK, NJ

Past

January 22, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 22, 2003 - January 29, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

RED BANK, NJ

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".

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.

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

New Jersey
(11/18/2015)

IAR

New Jersey
(10/26/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/9/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/10/2025

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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

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

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (11/11/2025)

EAGLE STRATEGIES DISCLOSURE BROCHURE (10/23/2025)

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	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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.

Similar Advisors

Glenn Blachman

SUMMIT FINANCIAL, LLC

IAR

TOMS RIVER, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mathew D. Solomon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew David Solomon's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/9/2002

SIE

Date: 10/1/2018

Series 7

Date: 1/21/2003

Series 24

Date: 3/10/2025

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

Similar Advisors