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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 | 2022-01-27 |
Branch Locations
2233 Yale St Suite 220, Houston, TX 77008-2503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Houston | TX | 01/2002 | Present |
| Nylife Securities Llc | Houston | TX | 06/2004 | Present |
| Alarcon Financial Strategies, Llc | Houston | TX | 03/2017 | Present |
| Eagle Strategies Llc | Houston | TX | 01/2022 | Present |
AGENT IS CURRENTLY APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS. [OPERATING UNDER THE DBA NAME OF ALARCON FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; HOUSTON, TX; START DATE: 03/2017]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-22 |
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