EB
Edward Burnett
EAGLE STRATEGIES LLC
BRIDGEWATER, MA 02324
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CRD#: 7573147
EB
Professional summary
Edward Burnett, who also goes by Edward Thomas Burnett, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Bridgewater, Massachusetts and NYLIFE SECURITIES LLC located in Bridgewater, Massachusetts.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Edward has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Edward Thomas Burnett
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.
[Little Compton Business Owners Networking Group; To bring together business owners that are located or serve Little Compton, Rhode Island. Members will meet monthly for the purposes of networking.; 6 Dons Lane, Little Compton, RI 02837; Start Date 06/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Develop organization structure, coordinate meetings, facilitate meetings, and recruit members] [Scholarship Little Compton Board; Board Member. A 501c3 organization that has been providing financial support to Little Compton students who are pursuing post-secondary; PO Box 928 Little Compton, RI 02837; Start Date 06/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; award scholarships to those who have applied. Help plan and execute a fundraising event for a scholarship] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 2 Lakeshore Center, Bridgewater, MA 02324; Start Date 11/2024; Role/Title: Insurance Broker; Investment Related; 40 hours per month; 30 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RiverRise Financial, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BRIDGEWATER MA; START DATE: 11/2024][Southeast Mass Professional Network; Provides an opportunity for local professionals to network with each other.; 159 Torrey Street, Brockton, MA 02301; Start Date 12/2023; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; ATTEND WEEKLY MEETINGS][Little Compton Community Center Board; The mission of the Community Center has been to provide recreational, educational, social and cultural programming for the enrichment of the Little Compton community.; 34 Commons, Little Compton, RI 02837; Start Date 05/2024; Role/Title: Board Member; Not Investment Related; 4 hours per month; 1 hours per month during securities trading hours; treasurer][The Commons Foundation ; Supporting the creation of housing for members of the Little Compton community; PO Box 152, Little Compton, RI 02837; Start Date 04/2025; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Edward Burnett'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
November 6, 2024 - Present
EAGLE STRATEGIES LLC
Office #1: 2 Lakeshore Center 2nd Floor, Bridgewater, MA 02324RIA
CRD#: 110826
BRIDGEWATER, MA
Current
October 18, 2022 - Present
NYLIFE SECURITIES LLC
Office #1: 2 Lakeshore Center 2nd Floor, Bridgewater, MA 02324BD
CRD#: 5167
Bridgewater, MA
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
Massachusetts(11/3/2022)
IAR
Massachusetts(11/13/2024)
RR
Rhode Island(11/3/2022)
IAR
Rhode Island(11/6/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/25/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 10/18/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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#: 110826Bridgewater, MA 02324TRUST BUT VERIFY
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