Best Investors Account Sign in
Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-06-18
  • IL RA
    APPROVED
    Since 2025-06-18

Branch Locations

2001 Butterfield Rd Ste 800, Downers Grove, IL 60515 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Investments, Inc. Burbank IL 10/2013 12/2019
Pruco Securities, Llc. Downers Grove IL 12/2019 07/2024
Prudential Insurance Company Of America Downers Grove IL 12/2019 07/2024
Nylife Securities Llc Downers Grove IL 08/2024 Present
New York Life Insurance Company Downers Grove IL 07/2024 Present
Eagle Strategies Llc Downers Grove IL 05/2025 Present
  • 10/2013 → 12/2019
    Burbank, IL
  • 12/2019 → 07/2024
    Downers Grove, IL
  • 12/2019 → 07/2024
    Prudential Insurance Company Of America
    Downers Grove, IL
  • 08/2024 → Present
    Nylife Securities Llc
    Downers Grove, IL
  • 07/2024 → Present
    New York Life Insurance Company
    Downers Grove, IL
  • 05/2025 → Present
    Downers Grove, IL
Previous Registrations
  • 2020-01-15 → 2024-07-25
    Frankfort, IL
    Frankfort, IL
    Downers Grove, IL
  • 2017-10-26 → 2019-12-12
    Orland Park, IL
    Chicago, IL
  • 2013-10-31 → 2017-08-02
    Burbank, IL
    Chicago, IL
    Dolton, IL
    Lansing, IL
    Matteson, IL
    Chicago, IL
    Park Forest, IL
    Frankfort, IL
    Olympia Fields, IL
    Flossmoor, IL
    Chicago Heights, IL
    Chicago, IL
    Orland Hills, IL
    Orland Park, IL
    Homewood, IL
    Richton Park, IL
    Chicago, IL
    Chicago, IL
    Orland Park, IL
    Blue Island, IL
    Bridgeview, IL
    Homewood, IL
    Chicago, IL
    Blue Island, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
  • 2009-11-30 → 2013-11-04
    Invest Financial Corporation
    Summit Argo, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
  • 2007-02-06 → 2009-11-06
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Oak Park, IL
    Berwyn, IL
    Oak Park, IL
  • 2005-01-03 → 2007-02-26
    Lasalle Financial Services, Inc.
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Berwyn, IL
    Cicero, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
Other Businesses

[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 16419 Grant Ave Orland Park Il 60467\; start 06/2024; commissions; 5 hours per month, 0 hours during securities trading hours; insurance related] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty products; 16419 Grant Ave Orland Park Il 60467; start 11/1988; commissions; 5 hours per month, 0 hours during securities trading hours; insurance related]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-12-29
S63 Uniform Securities Agent State Law Examination 1992-09-16
  • S65 Uniform Investment Adviser Law Examination
    2005-12-29
  • S63 Uniform Securities Agent State Law Examination
    1992-09-16

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Downers Grove, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor