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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 |
|---|---|---|---|
| TX | RA | APPROVED | 1999-01-11 |
Branch Locations
6200 Bridge Point Parkway Bldg Iv Suite #300, Austin, TX 78730 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Austin | TX | 06/1993 | Present |
| Nylife Securities Llc | Austin | TX | 06/1993 | Present |
| The Ranier Financial Group, Llc | Austin | TX | 08/2009 | Present |
| Caritativos | Austin | TX | 07/2014 | 02/2018 |
| Eagle Strategies Llc | Austin | TX | 06/2006 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 11720 Emerald Falls Dr, Austin, TX 78738; Start Date: 04/2002; Role/Title: Insurance Broker; Investment related; 5 hours per week] [DBA, THE RANIER FINANCIAL GROUP, LLC, 6806 BEE CAVES RD., SUITE 1-C, AUSTIN, TX 78746, AND 635 DIXIE DRIVE, LAKE JACKSON, TX 77537; OWNER; INVESTMENT RELATED; START DATE O8/2009]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-26 |
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