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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-13 |
Branch Locations
379 Thornall Street 8Th Floor, Edison, NJ 08837 • United States
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 |
|---|---|---|---|---|
| Legend Securities Inc | New York | NY | 03/2008 | 01/2017 |
| Alexander Capital Lp | New York | NY | 01/2017 | 12/2022 |
| Alexander Capital Wealth Management Llc | New York | NY | 01/2017 | 12/2022 |
| New York Life Insurance Company | Edison | NJ | 07/2022 | Present |
| Nylife Securities Llc | Edison | NJ | 07/2022 | Present |
| Eagle Strategies Llc | Edison | NJ | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-30 |
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