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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 | 2019-01-02 |
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 |
|---|---|---|---|---|
| Prudential Advisors/ Prudential Ins. | Houston | TX | 05/2016 | 12/2016 |
| Pruco Securities, Llc | Houston | TX | 05/2016 | 12/2016 |
| Aig Financial Network | Houston | TX | 12/2016 | 11/2018 |
| New York Life Insurance Co | Houston | TX | 12/2018 | Present |
| Nylife Securities Llc | Houston | TX | 12/2018 | Present |
| Eagle Strategies Llc | Houston | TX | 12/2018 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products; 3200 Southwest Freeway, Suite 1900, Houston, Texas 77027; Commissions; 5 hours per month] [Rental Property; 2400 McCue Road #442, Houston, Texas 77056; condo currently occupied by a tenant; rental income; 1 hour per month; owner]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-28 |
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