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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-29 |
Branch Locations
420 Lexington Ave 14 And 15 Floors, New York, NY 10170 • 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 | New York | NY | 06/2002 | Present |
| Eagle Stratigies Llc | Strafford | CT | 04/2011 | 09/2016 |
| Nylife Securities Llc | New York | NY | 06/2002 | 09/2016 |
| Nylife Securities Llc | New York | NY | 07/2018 | Present |
| Eagle Strategies Llc | New York | NY | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-14 |
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