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Todd Stephen Purich

Eagle Strategies LLC

Raleigh, NC

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Current Employers
Eagle Strategies Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-10
NC RA APPROVED 2001-12-31
  • TX RA
    APPROVED_RES
    Since 2026-07-10
  • NC RA
    APPROVED
    Since 2001-12-31

Branch Locations

4140 Parklake Avenue Suite 450, Raleigh, NC 27612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Raleigh NC 11/1988 Present
Nylife Securities Llc Raleigh NC 04/1989 Present
Legacy Private Client Services Waleigh NC 09/2007 Present
Eagle Strategies Llc Raleigh NC 04/1989 Present
  • 11/1988 → Present
    New York Life Insurance Company
    Raleigh, NC
  • 04/1989 → Present
    Nylife Securities Llc
    Raleigh, NC
  • 09/2007 → Present
    Legacy Private Client Services
    Waleigh, NC
  • 04/1989 → Present
    Eagle Strategies Llc
    Raleigh, NC
Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED BUSINESS; DBA LEGACY PRIVATE CLIENT SERVICES; START DATE 9/2007; OWNER; INVESTMENT RELATED] Eagle Strategies LLC, Registered Investment Advisor.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-13
S63 Uniform Securities Agent State Law Examination 1993-12-09
  • S65 Uniform Investment Adviser Law Examination
    1999-08-13
  • S63 Uniform Securities Agent State Law Examination
    1993-12-09

View on SEC IAPD

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Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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