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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2011-07-20 |
Branch Locations
5805 Blue Lagoon Drive Suite 310, Pinecrest, FL 33156 • United States
Pinecrest, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Fort Lauderdale | FL | 02/2006 | Present |
| Nylife Securities | Fort Lauderdale | FL | 06/2006 | Present |
| Life Retire | Sunrise | FL | 04/2010 | 11/2023 |
| Eagle Strategies Llc | Miami | FL | 07/2011 | Present |
| Mahoney Financial Organization, Llc | Miami | FL | 04/2018 | Present |
BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; MIAMI, FL; START DATE: 04/2018] [Quin Five LLC; Is a family business, 97% owned by my parents and 1% each of my brothers and myself. We only use it for two RE properties that we rent. 6001 SW 70th street UNit 140 Miami, Fl 33143. and 2030 S. Douglas Rd Apt 417, Coral Gables, Fl 33134.; 2030 S Douglas Rd, apt 417. Coral Gables Florida, 33134; Start Date 03/2018; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Administration of one the properties. Collecting rents, taking care of maintenance, renewing the lease contracts]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-07 |
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