Eagle Strategies LLC
- Financial & Investment Services
Although my team and I work with folks from all walks of life, our clients are primarily highly successful professionals, families, divorcing couples, and established business owners in the LGBTQ+, women, transnational, and performing arts communities. Due to affinity, exposure, or both, we have developed a keen understanding of their distinctive circumstances.
We utilize a team approach and put great value on direct, honest communication. We seek to work closely with our clients and all their trusted advisors (attorneys, CPAs, etc.) to identify each client’s unique needs.
420 Lexington Ave., 15th Floor. New York, NY 10170
California Insurance license number is 0M73984.
In addition to being a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, Marlon is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.
Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.
Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Whom to Contact
- Marlon J Marlon J. Altoé (he/him), CERTIFIED FINANCIAL PLANNER™CERTIFIED FINANCIAL PLANNER™420 Lexington Ave., 15th Floor420 Lexington Ave., 15th FloorNew York, NY 10170Phone: (646) 761-4372Cell Phone: (646) 761-4372Fax: (646) 761-4372
Easily accessible through 4,5,6,7, E and M trains at the heart of Midtown in the historic Graybar Building adjacent to the beautiful Grand Central Terminal