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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_RES | 2022-06-27 |
| CA | RA | APPROVED | 2007-03-12 |
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 |
|---|---|---|---|---|
| New York Life Insurance | Santa Ana | CA | 12/1996 | Present |
| Nylife Securities Inc. | Santa Ana | CA | 01/1997 | Present |
| Infinite Wealth Financial & Insurance Services | Irvine | CA | 08/2010 | Present |
| Eagle Strategies Llc | Santa Ana | CA | 03/2007 | Present |
BROKERING OF NON-NYL PRODUCTS. DBA INFINITE WEALTH FINANCIAL AND INSURANCE SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-02 |
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