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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 | 2025-05-19 |
| LA | RA | APPROVED | 2025-04-01 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Shreveport | LA | 01/1989 | Present |
| Nylife Securities Inc. | Shreveport | LA | 08/1989 | Present |
| Eagle Strategies Llc | Bossier City | LA | 04/2025 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; START DATE: 04/2009; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED] [Harville Rental Property LLC; Formed an LLC with the State of louisiana for liability purposes. 1-426 Adair St Bossier city, LA 2- 1272 Delhi st. Bossier City, LA and 3-611 watson St. Natchitoches, LA; 110 Lakewood Point Bossier City, LA. 71111; Start Date 07/2020; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; maintenance]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-05-30 |
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