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Rory McNabb
CRD#: 7425155
IA
Investment Adviser
B
Broker
ATLANTIC PLANNING GROUP, LLCCRD#: 133178 201 JONES ROAD
SUITE 620
WALTHAM, MA 02451
NYLIFE SECURITIES LLCCRD#: 5167 201 JONES ROAD
5TH FLOOR
WALTHAM, MA 02451
Registration History
2022AprJulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAATLANTIC PLANNING GROUP, LLC (CRD# 133178)2024 - Present (<1 year)IAEAGLE STRATEGIES LLC (CRD# 110826)2023 - Present (1 year)BNYLIFE SECURITIES LLC (CRD# 5167)2022 - Present (2 years)
License(s)

State Registrations

B
Massachusetts 3/17/2023

B
New Jersey 10/16/2023

IA
Massachusetts 10/4/2023

B
Vermont 12/10/2024

B
New Hampshire 10/25/2023

B
Virginia 1/18/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ATLANTIC PLANNING GROUP, LLC (CRD#:133178)
201 JONES ROAD SUITE 620, WALTHAM, MA 02451
Registered with this firm since 8/15/2024

IA
EAGLE STRATEGIES LLC (CRD#:110826)
201 JONES ROAD 5TH FLOOR, WALTHAM, MA 02451
Registered with this firm since 10/4/2023

B
NYLIFE SECURITIES LLC (CRD#:5167)
201 JONES ROAD 5TH FLOOR, WALTHAM, MA 02451
Registered with this firm since 11/1/2022

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B
Broker
IA
Investment Adviser
Disclosures
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