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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 | 2014-04-21 |
| NJ | RA | APPROVED | 2004-09-07 |
Branch Locations
250 Pehle Ave Suite 900, Saddle Brook, NJ 07663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Saddle Brook | NJ | 07/2003 | Present |
| Nylife Securities | Saddle Brook | NJ | 07/2003 | Present |
| Skl Financial Group, Llc | Saddle Brook | NJ | 02/2007 | 07/2019 |
| Eagle Strategies Llc | Saddle Brook | NJ | 09/2004 | Present |
| Besthouse Wealth Strategies Group Llc | Saddle Brook | NJ | 07/2019 | Present |
[OPERATING UNDER THE DBA NAME OF BESTHOUSE WEALTH STRATEGIES GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNE; SADDLE BROOK, NJ; START DATE: 07/2019]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-08 |
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