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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 | 2018-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bamboo Dynasty Llc | Grand Prairie | TX | 11/2013 | 11/2018 |
| Park Avenue Securities | Fort Worth | TX | 01/2015 | 12/2016 |
| The Guardian Life Insurance Company | Addison | TX | 01/2015 | 12/2016 |
| Nylife Securities Llc | Frisco | TX | 01/2017 | Present |
| New York Life Insurance Co | Frisco | TX | 11/2016 | Present |
| Eagle Strategies Llc | Dallas | TX | 11/2018 | Present |
[The WASP Group LLC; The WASP Group LLC was created to own a single tenant, commercial property; 3301 University Park Ln Irving, TX 75062; Start Date 03/2020; Role/Title: Owner; Investment Related; 6 hours per month; 0 hours per month during securities trading hours;minor accounting and book keeping tasks] [JJVI Nelson Baytown Acquisition, LLC; Passive investor with Junction Commercial Real Estate in their JJVI Nelson Baytown Acquisition, LLC private syndication. The project entails the construction, leasing, and institutional sale of a 1.34M SF warehouse in Baytown, TX.; One Riverway, Suite 2550, Houston, Texas 77056; Start Date 06/2026; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; My role is strictly limited to that of a 100% passive, personal capital investor and Limited Partner. I have zero executive, operational, or management functions within the organization, and I hold no voting control or decision-making power. I have no regular responsibilities or day-to-day duties associated with this activity, and I am not providing any professional services to the entity. My only action is deploying my personal capital into the private equity pool.] [JDI Pearland 35 Acquisition, LLC; Passive investor with Junction Commercial Real Estate in their JDI Pearland 35 Acquisition, LLC private syndication. The project entails the construction, leasing, and institutional sale of a 173,100 SF warehouse in Pearland, TX.; One Riverway, Suite 2550, Houston, Texas 77056; Start Date 08/2026; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-08 |
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