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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2023-11-22 |
Branch Locations
2000 S Colorado Blvd Tower 2 Suite 1100, Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Mobile | AL | 10/2005 | 11/2023 |
| Nylife Securities Llc | Mobile | AL | 01/2002 | 11/2023 |
| Eagle Strategies Llc | Mobile | AL | 04/2012 | 11/2023 |
| New York Life Insurance Company | Denver | CO | 11/2023 | Present |
| Nylife Securities Llc. | Denver | CO | 11/2023 | Present |
| Eagle Strategies Llc | Denver | CO | 11/2023 | Present |
[DMAC TIMBER LLC; REALESTATE HOLDING CO;6201 BRANDY RUN RD MOBILE AL 36608;OWNER; RENTAL INCOME FROM PURCHASE OF REAL ESTATE TO BE RESOLD OR RENTED; 4 HOURS A MONTH ON WEEKENDS ONLY; INVESTMENT RELATED] [DMAC PROPERTIES LLC; OWNER;REAL ESTATE HOLDING CO; RENTAL INCOME; 4 HRS WEEKENDS ONLY;6201 BRANDY RUN RD N MOBILE, AL 36608;PURCHASE REAL ESTATE TO RESALE OR RENT; INVESTMENT RELATED] [RENTAL PROPERTY; OWNER; INVESTMENT RELATED; START DATE 02/2004; 3 HOURS PER MONTH] [DMAC Technology, LLC; company that will seek out local buildings in high traffic areas to install a data collection box for which the building owner will receive monthly lease payments; 460 W. Bennett Ave Glendora, CA 91741; Start Date 05/2023; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Colorado CollegeInvest board ; governor appointed position-advisory position; 1600 Broadway #2300 Denver CO 80202; Start Date 08/2025; Role/Title: Board Member; Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Jellyfish, LLC; Real estate holding company; 60 Williams Court Mobile, AL 36606; Start Date 01/2026; Role/Title: Passive Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-12 |
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