Greg Webster

Eagle Strategies LLC (Eagle) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Nylife LLC, which is owned by New York Life Insurance Co. Eagle provides financial planning and investment management services to different types of clients and account types, such as individual investors, defined benefit and defined contribution plans, traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, trusts, estates, charitable organizations, donor-advised funds, and corporations and other business entities.

NYLIFE Securities, Inc. provided brokerage services. The firm helped its clients in selecting, investing, and trading in mutual funds, stocks, brokerage CDs, government securities, municipal bonds, corporate bonds, unit investment trusts, and mortgage-backed securities. The company was headquartered in New York, NY.

Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities.