MN
Maria S. Nikitina
EAGLE STRATEGIES
BETHESDA, MD 20817
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CRD#: 7729651
MN
Maria S NikitinaEAGLE STRATEGIES
Professional summary
Maria S Nikitina is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Bethesda, Maryland and NYLIFE SECURITIES LLC located in Bethesda, Maryland.
Maria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Maria has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.
Aliases
None
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.
[Cherry Blossom LLC; Educational and Marketing Consulting; 2943 Poland Springs Drive Ellicott City MD 21042; Start Date: 02/2022; Role/Title: Partner; Not investment related; 1 hour per month; 0 hours per month during securities trading hours; Consult on general marketing strategy - Consult on building personal brand in FB social media] [For C.A.R.E. Inc; Providing educational events for sunburns prevention among kids; 2943 Poland Springs Drive Ellicott City MD 21042; Start Date: 02/2017; Role/Title: Director; Not investment related; 5 hours per month; 0 hours per month during securities trading hours; Organizing the events with soccer schools and camps] [Rental Property; Townhouse in Columbia. Residential rental property; 9243 Pirates Cove, Columbia, MD, 21046 ; Start Date 07/2024; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 6905 Rockledge Drive STE 910, Bethesda, MD, 20878; Start Date 09/2025; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Rental Property - 3816 Sugarloaf Pkwy; Residential Rental Property; 3816 Sugarloaf Pkwy, Urbana, MD, 21704; Start Date 07/2026; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Maria S Nikitina'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
August 29, 2024 - Present
EAGLE STRATEGIES LLC
Office #1: 6905 Rockledge Drive Suite 900, Bethesda, MD 20817RIA
CRD#: 110826
BETHESDA, MD
Current
December 18, 2023 - Present
NYLIFE SECURITIES LLC
Office #1: 6905 Rockledge Drive Suite 900, Bethesda, MD 20817BD
CRD#: 5167
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".
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
District of Columbia(11/18/2024)
RR
Florida(11/18/2024)
RR
Georgia(8/29/2024)
RR
Maryland(6/12/2024)
IAR
Maryland(8/29/2024)
RR
New Jersey(5/14/2026)
RR
New York(6/25/2026)
RR
Pennsylvania(11/18/2024)
RR
Texas(11/18/2024)
RR
Virginia(5/13/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/7/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/18/2023
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)Loading...
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.
