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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-07 |
Branch Locations
1 World Trade Center 39Th Floor, New York, NY 10007-0090 • United States
White Plains, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 08/2003 | Present |
| Nylife Securities Inc. | New York | NY | 09/2003 | Present |
| Isaacs Financial Group, Inc. | New York | NY | 12/2008 | Present |
| Eagle Strategies Llc | New York | NY | 08/2021 | Present |
OPERATING UNDER THE DBA NAME OF ISAACS FINANCIAL GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE: 12/2008] [Property and Casualty Sales; Selling P&C policies for business and individuals; 120 Broadway 29 Fl NY NY 10271; Start Date 01/2021; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-24 |
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