Manda A. Lewis
EAGLE STRATEGIES LLC
PAINTED POST, NY 14870
Some features on this profile are disabled
CRD#: 4680433
Professional summary
Manda Adele Lewis, CFP®, who also goes by Manda A Blackwell, Manda Adele Blackwell, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Painted Post, New York and NYLIFE SECURITIES LLC located in Trumansburg, New York.
Manda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Manda has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Manda A Blackwell | Manda Adele Blackwell
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.
[H&H FINANCIAL GROUP: 737 ADDISON ROAD, PAINTED POST NY 14870; ROLE: ASSOCIATE; PAID COMMISSIONS; USED FOR SALE AND SOLICITATION OF NEW YORK LIFE PRODUCTS OUTSIDE BROKERAGE BUSINESS; ROLE AND TITLE: BROKER; BROKERING OF LIFE PRODUCTS, DISABILITY INSURANCE, LTC, FIXED ANNUITIES, GROUP ANNUITIES AND HEALTH INSURANCE]; [Herrington Real Estate LLC; New office location that the Partners of H&H Financial Group (Kyle Herrington, Colton Herrington, Lucas Herrington, Michael Strong and myself) will be renting to use.; 737 Addison Road, Painted Post, NY 14870; Start Date 10/2022; Role/Title: Profit/Interest; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rental income] [Herrington Real Estate LLC; This is for the purchase of our office building being owned by Herrington Real Estate LLC. Business selling building is owned by a client and is extending us a private loan in addition to a bank loan to fund the full purchase.; 704 Crescent Dr, Addison, NY 14801; Start Date 11/2022; Role/Title: Member; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; profit sharing] [HHFG LLC; H&H Financial Group DBA-Profit and loss entity for payroll, employee benefits, and tax purposes; 737 Addison Road, Painted Post, NY 14870; Start Date 12/2023; Role/Title: Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Manda Adele Lewis'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: 2017
Experience
Current
September 17, 2013 - Present
EAGLE STRATEGIES LLC
Office #1: New York Life Insurance 737 Addison Road, Painted Post, NY 14870Office #2: 1 Old Main St, Trumansburg, NY 14886RIA
CRD#: 110826
PAINTED POST, NY
Current
May 27, 2005 - Present
NYLIFE SECURITIES LLC
Office #1: 1 Old Main St, Trumansburg, NY 14886Office #2: New York Life Insurance 737 Addison Road, Painted Post, NY 14870BD
CRD#: 5167
TRUMANSBURG, NY
Past
October 6, 2003 - February 16, 2005
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
HOLBROOK, NY
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
Arizona(7/17/2020)
RR
Colorado(5/22/2025)
RR
Connecticut(4/11/2023)
RR
Florida(4/13/2015)
RR
Georgia(9/6/2019)
RR
Indiana(10/20/2025)
RR
Iowa(5/6/2022)
RR
Maine(11/17/2023)
RR
New Jersey(4/22/2025)
RR
New York(5/27/2005)
IAR
New York(8/3/2021)
RR
North Carolina(5/13/2014)
RR
Ohio(5/8/2024)
RR
Pennsylvania(5/18/2007)
RR
South Carolina(8/14/2019)
RR
Tennessee(9/19/2023)
RR
Texas(7/2/2013)
IAR
Texas(9/17/2013)
RR
Vermont(6/26/2015)
RR
Virginia(7/23/2015)
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#: 110826Painted Post, NY 14870TRUST BUT VERIFY
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