Jeffrey A. Russolino

EAGLE STRATEGIES LLC

NEW ORLEANS, LA 70113

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CRD#: 866564

Professional summary

Jeffrey Anthony Russolino is a registered financial advisor currently at EAGLE STRATEGIES LLC located in New Orleans, Louisiana and NYLIFE SECURITIES LLC located in New Orleans, Louisiana.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1979. Jeffrey has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

REP IS APPOINTED BY VARIOUS INSURANCE CARRIERS FOR THE PLACEMENT OF NON-REGISTERED INSURANCE PRODUCTS, EXCEPT FOR EQUITY INDEXED ANNUITIES. REP IS APPOINTED BY VARIOUS INSURANCE CARRIERS FOR THE PLACEMENT OF NON-REGISTERED INSURANCE PRODUCTS, INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Anthony Russolino'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

October 29, 2010 - Present

EAGLE STRATEGIES LLC

Office #1: 639 Layola Ave #1900, New Orleans, LA 70113

RIA

CRD#: 110826

NEW ORLEANS, LA

Current

October 23, 1990 - Present

NYLIFE SECURITIES LLC

Office #1: 639 Loyola Avenue Suite 1900, New Orleans, LA 70113

CRD#: 5167

New Orleans, LA

Past

May 16, 1988 - September 7, 1990

F.N. WOLF & CO., INC.

CRD#: 13051

Past

February 2, 1987 - May 18, 1988

SHERWOOD CAPITAL, INC.

CRD#: 10474

Past

May 24, 1979 - January 31, 1987

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

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

Florida
(1/7/2022)

Louisiana
(10/24/1990)

IAR

Louisiana
(10/29/2010)

Mississippi
(12/13/2005)

Missouri
(2/27/2025)

Montana
(1/18/2024)

Pennsylvania
(9/24/2024)

Rhode Island
(5/18/2017)

Texas
(1/17/2012)

IAR

Texas
(12/4/2019)

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

State Security Law Exam

Series 63

Date: 9/8/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/19/1979

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/27/1987

General Securities Principal 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

2,804

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (11/11/2025)

EAGLE STRATEGIES DISCLOSURE BROCHURE (10/23/2025)

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	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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Jeffrey A. Russolino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Anthony Russolino's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

F.N. WOLF & CO., INC.

SHERWOOD CAPITAL, INC.

FIRST JERSEY SECURITIES, INC.

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/8/1986

SIE

Date: 10/1/2018

Series 7

Date: 5/19/1979

Series 24

Date: 3/27/1987

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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