Martin A. Michaud
EAGLE STRATEGIES LLC
WESTBOROUGH, MA 01581
Some features on this profile are disabled
CRD#: 5082181
Professional summary
Martin Andrew Michaud, CFP®, ChFC®, CLU®, who also goes by Martin A Michaud, Martin Andrew Michaud, Marty Michaud, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Westborough, Massachusetts and NYLIFE SECURITIES LLC located in Westborough, Massachusetts.
Martin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Martin has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Martin A Michaud | Martin Andrew Michaud | Marty Michaud
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.
[Kirkpatrick Village Homeowner's Association; 14 Adelaide Ave. Nashua, NH 03064; not investment related; 2 hours per month; start 07/2022; $0 comp; Help manage the maintenance of common land.] [Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 201 Jones road, Waltham, MA 02451; 8 hours per month, 6 hours during securities trading hours; start 01/2023; insurance related][Universal Life Church; To become legally ordained to perform weddings for friends; 180 Promenade Circle, Suite 300 Sacramento, CA 95834; Start Date 01/2025; Role/Title: Ordained Minister; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Fidelity Charitable Donor Advised Fund ; Donor Advised Fund through Fidelity Charitable. The purpose of this fund is to be able to make grants to charitable 501c3 organizations; 16 Adelaide Ave, Nashua, NH 03064; Start Date 10/2024; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Michaud 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; WESTBOROUGH MA; START DATE: 12/2024][BNI Genesis; VP-track weekly attendance and sales activity numbers and head the membership committee, which processes new member applications.;; 3430 Toringdon Way, Suite 300, Charlotte, NC 28277 (U.S. Headquarters); Start Date 07/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Martin Andrew Michaud'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: 2015
Experience
Current
March 3, 2023 - Present
EAGLE STRATEGIES LLC
Office #1: 1700 West Park Drive, Westborough, MA 01581RIA
CRD#: 110826
WESTBOROUGH, MA
Current
February 15, 2023 - Present
NYLIFE SECURITIES LLC
Office #1: 1700 West Park Drive Suite 250, Westborough, MA 01581-1786BD
CRD#: 5167
Westborough, MA
Past
March 7, 2022 - January 20, 2023
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
PORTSMOUTH, NH
Past
March 1, 2022 - January 20, 2023
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
PORTSMOUTH, NH
Past
May 14, 2018 - January 26, 2022
CITIZENS SECURITIES, INC.
RIA
CRD#: 39550
NASHUA, NH
Past
May 14, 2018 - January 26, 2022
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
NASHUA, NH
Past
February 20, 2018 - May 17, 2018
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
ANDOVER, MA
Past
June 14, 2016 - May 17, 2018
NYLIFE SECURITIES LLC
BD
CRD#: 5167
ANDOVER, MA
Past
December 19, 2007 - March 21, 2016
NYLIFE SECURITIES LLC
BD
CRD#: 5167
WALTHAM, MA
Past
February 1, 2006 - December 4, 2007
WADDELL & REED
RIA
CRD#: 866
BEDFORD, NH
Past
January 18, 2006 - December 4, 2007
WADDELL & REED
BD
CRD#: 866
BEDFORD, NH
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
Connecticut(6/26/2024)
RR
Delaware(11/7/2023)
RR
Florida(3/30/2023)
RR
Massachusetts(2/15/2023)
IAR
Massachusetts(3/7/2023)
RR
Nevada(7/11/2025)
RR
New Hampshire(2/15/2023)
IAR
New Hampshire(3/3/2023)
RR
New York(6/8/2023)
RR
North Carolina(5/2/2025)
RR
Oregon(3/30/2023)
RR
Rhode Island(2/24/2023)
RR
South Carolina(5/1/2025)
RR
Texas(3/30/2023)
IAR
Texas(4/5/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Westborough, MA 01581TRUST BUT VERIFY
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