Gerald M. Scheinman

EAGLE STRATEGIES

BETHESDA, MD 20817

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CRD#: 5228890

Professional summary

Gerald Mark Scheinman, who also goes by Gerald Mark Scheinman, Gerald Scheinman, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Bethesda, Maryland and NYLIFE SECURITIES LLC located in Bethesda, Maryland.

Gerald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Gerald has worked at 3 firms and has passed the Series 66, Series 63, Series 65, Series 7TO, Series 6TO and SIE exams.

Aliases

Gerald Mark Scheinman | Gerald Scheinman

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.

[Capo LLC; Italian deli; 715 Florida Ave, Washington, DC; Start Date 04/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor [OPERATING UNDER THE DBA NAME OF BLUEPOINT FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; BETHESDA, MD; START DATE: 02/2022] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 6901 Rockledge Dr., Ste # 710, Bethesda, MD 20817; Start Date 03/2023; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 2 hours per month during securities trading hours; Disability and Life Insurance]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Mark Scheinman'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

July 1, 2022 - Present

EAGLE STRATEGIES LLC

Office #1: 6901 Rockledge Drive Suite 730, Bethesda, MD 20817

RIA

CRD#: 110826

BETHESDA, MD

Current

June 17, 2020 - Present

NYLIFE SECURITIES LLC

Office #1: 6901 Rockledge Drive Suite 710, Bethesda, MD 20817

CRD#: 5167

BETHESDA, MD

Past

January 24, 2007 - December 31, 2010

ALCYONE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 142035

BETHESDA, MD

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

California
(7/11/2023)

District of Columbia
(2/19/2021)

Maryland
(6/19/2020)

IAR

Maryland
(7/1/2022)

New Jersey
(8/12/2022)

New York
(7/10/2020)

Pennsylvania
(8/26/2024)

Texas
(7/10/2020)

Virginia
(7/8/2020)

Washington
(1/3/2025)

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

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 6/23/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 7/8/2020

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 11/24/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 5/4/2021

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Status Unavailable

Passed: 6/17/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 2/25/2020

Securities Industry Essentials 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)

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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

3,190

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

EAGLE STRATEGIES DISCLOSURE BROCHURE (7/31/2026)

Regulatory assets under management

Total Number of Accounts	133,900
AUM (Assets Under Management)	$ 32,040,850,438

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/27/2026	Cover Page	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.

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Firm Stability Insights

Gerald M. Scheinman

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gerald Mark Scheinman's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

ALCYONE CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 66

Passed: 6/23/2022

Series 63

Passed: 7/8/2020

Series 65

Passed: 11/24/2006

Series 7TO

Passed: 5/4/2021

Series 6TO

Passed: 6/17/2020

SIE

Passed: 2/25/2020

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

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