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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 | 2022-06-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Fort Lauderdale | FL | 01/1997 | Present |
| Nylife Securities Inc. | Fort Lauderdale | FL | 01/1997 | Present |
| Auster Financial Group | Boca Raton | FL | 05/2012 | Present |
| The Bridge Group, Inc. | Boca Raton | FL | 03/2022 | Present |
| Eagle Strategies Llc | Boca Raton | FL | 05/2022 | Present |
[APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INSURANCE BROKER;; START DATE 2/2002] [OPERATING UNDER THE DBA NAME OF AUSTER FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER ; 7900 GLADES ROAD, SUITE 240 BOCA RATON, FL 33434 ; START DATE: 05/2012] [OPERATING UNDER THE DBA NAME OF THE BRIDGE GROUP, INC.FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BOCA RATON, FL; START DATE: 03/2022]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-23 |
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