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Eagle Strategies LLC CRD 110826
$32.0B regulatory AUM 6,662 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2011-03-03 |
| MA | RA | APPROVED | 2008-10-08 |
Branch Locations
10 New England Business Cente Drive Suite 205, Andover, MA 01810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. | Waltham | MA | 11/1988 | Present |
| Nylife Securities Inc. | Waltham | MA | 02/1989 | Present |
| Eagle Strategies Llc | Waltham | MA | 10/2008 | Present |
| Savastano Insurance And Financial Services | Windham | NH | 10/2012 | Present |
BROKER OUTSIDE INSURANCE PRODUCTS. INCESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES LLC. AGENT WORKIN INDER A DBA SAVASTANO INSURANCE AND FINANCIAL SERVICES. OWNER/ INVESTMENT RELATED/ FULL TIME DURING SECURITIES TRADING HOURS. DBA USED FOR SALE OF NYL AND NON- NYL INSURANCE AND INVESTMENT RELATED PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-25 |
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