Matthew Pisera
EAGLE STRATEGIES LLC
ROCKVILLE, MD 20852
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CRD#: 6234742
Professional summary
Matthew Pisera, CFP®, ChFC®, CLU®, who also goes by Matthew Patrick Pisera, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Rockville, Maryland and NYLIFE SECURITIES LLC located in Bethesda, Maryland.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Matthew has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Patrick Pisera
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.
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 147 E Lyman Ave, Suite E, Winter Park, FL 32789; Start Date 07/2020; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF AETHER FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WINTER PARK, FL; START DATE: 03/2021] [OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; WINTER PARK, FL; START DATE: 09/2021] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; WINTER PARK FL; START DATE: 04/2023] [Kennedy Shriver Aquatic Center; Swim Instructor. Providing swim instruction and classes for community aquatic center; 5900 Executive Blvd, Rockville, MD 20852; Start Date 05/2023; Role/Title: Employee; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF M&A Executive Benefit Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; WINTER PARK FL; START DATE: 04/2025] [CFP Exam Development Advisory Group; I have been invited to participate as a volunteer writer/collaborator for the CFP(R) Exam Development Advisory Group. I will be working within the advisory group to help develop CFP exam questions and provide feedback on the direction for new CFPs; 1425 K St NW #800 WASHINGTON, DC 20005; Start Date 06/2025; Role/Title: Volunteer; Investment Related; 10 hours per month; 10 hours per month during securities trading hours; I will be working with a group of other CFP professionals to develop exam questions for future CFP testing and providing my perspective on how those questions translate to the career of CFP professionals. This would be limited to about 4 days of total involvement throughout June 2025]
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Pisera'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: 2016
Experience
Current
November 10, 2020 - Present
EAGLE STRATEGIES LLC
Office #1: 5901 Montrose Road Apt C1105, Rockville, MD 20852Office #2: 6905 Rockledge Drive Suite 900, Bethesda, MD 20817RIA
CRD#: 110826
ROCKVILLE, MD
Current
June 15, 2020 - Present
NYLIFE SECURITIES LLC
Office #1: 6905 Rockledge Drive Suite 900, Bethesda, MD 20817BD
CRD#: 5167
Bethesda, MD
Past
October 26, 2016 - April 1, 2020
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
Orlando, FL
Past
November 17, 2015 - April 1, 2020
NYLIFE DISTRIBUTORS LLC
BD
CRD#: 35350
White Plains, NY
Past
November 5, 2013 - November 18, 2015
NYLIFE SECURITIES LLC
BD
CRD#: 5167
SLEEPY HOLLOW, 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(3/13/2023)
RR
California(10/28/2025)
RR
Florida(6/15/2020)
RR
Georgia(2/11/2022)
RR
Illinois(1/18/2024)
RR
Kentucky(10/19/2022)
RR
Maryland(8/14/2024)
IAR
Maryland(8/23/2024)
RR
Massachusetts(3/20/2023)
RR
Nevada(9/5/2023)
RR
New Jersey(3/16/2021)
RR
New York(6/15/2020)
RR
North Carolina(5/19/2021)
RR
Ohio(10/20/2022)
RR
Pennsylvania(9/3/2021)
RR
Texas(1/29/2025)
IAR
Texas(5/9/2025)
RR
Virginia(11/15/2022)
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
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#: 110826Rockville, MD 20852TRUST BUT VERIFY
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