AM
Andrew Martin
EAGLE STRATEGIES LLC
PENSACOLA, FL 32502
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CRD#: 5995706
AM
Professional summary
Andrew Martin, who also goes by Andy Martin, Stephen A Martin, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Pensacola, Florida and NYLIFE SECURITIES LLC located in Pensacola, Florida.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Andrew 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
Andy Martin | Stephen A Martin
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.
[INSURANCE BROKERING; OPERATING UNDER THE DBA NAME OF ATLAS FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; 7282 PLANTATION RD. SUITE 400 PENSACOLA, FL 32504; START DATE 01/2015; ROLE/TITLE: OWNER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Rental Property; Rental real estate. I have a house that we will rent out to produce income; 7863 White Sands Blvd., Navarre, FL 32566; Start Date 04/2022; Role/Title: Owner; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; COLLECT RENT] [Waterfront Rescue Mission; BOARD MEMBER; NON INVESTMENT RELATED; START DATE 3/2017; 380 W. Herman St. Pensacola, FL 32505; 3 HOURS PER MONTH TWO DURING SECURITIES HOURS; They are a Christian based homeless rehabilitation organization; ATTEND BOARD MEETINGS] [Book: Getting business sales ready; Writing a book about getting your business "sale ready" even if you don't plan to sell it. ; 125 West Romana Street, Suite 720, Pensacola, FL 32502; Start Date 07/2024; Role/Title: Owner; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Martin'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®
NoneExperience
Current
September 19, 2018 - Present
EAGLE STRATEGIES LLC
Office #1: 125 W. Romana Street One Pensacola Plaza Suite 720, Pensacola, FL 32502RIA
CRD#: 110826
PENSACOLA, FL
Current
November 9, 2012 - Present
NYLIFE SECURITIES LLC
Office #1: 125 W. Romana Street One Pensacola Plaza Suite 720, Pensacola, FL 32502BD
CRD#: 5167
Pensacola, FL
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(3/30/2015)
RR
California(6/5/2025)
RR
Florida(11/30/2012)
IAR
Florida(9/19/2018)
RR
Georgia(1/22/2021)
RR
Indiana(1/4/2024)
RR
Louisiana(8/14/2015)
RR
Maine(7/25/2022)
RR
Massachusetts(1/16/2024)
RR
Mississippi(2/7/2025)
RR
Missouri(8/8/2024)
RR
Nebraska(2/28/2023)
RR
Nevada(8/8/2024)
RR
Ohio(6/3/2022)
RR
Oklahoma(11/30/2023)
RR
Pennsylvania(4/25/2025)
RR
South Carolina(10/19/2021)
RR
Tennessee(7/11/2023)
RR
Texas(1/23/2018)
IAR
Texas(5/22/2019)
RR
Utah(1/8/2025)
RR
Virginia(2/23/2024)
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
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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.
