Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-11 |
Branch Locations
3424 Chicago Drive Suite 203, Hudsonville, MI 49426 • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Grand Rapids | MI | 12/2016 | Present |
| New York Life Insurance | Grand Rapids | MI | 10/2016 | Present |
| Vantagepointe Financial Group | Holland | MI | 01/2002 | 12/2016 |
| Signatore Investors, Inc. | Holland | MI | 01/2002 | 12/2016 |
| Affinity Financial Group | Grandville | MI | 02/2017 | Present |
| Eagle Strategies Llc | Hudsonville | MI | 05/2018 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 3779 Sun Ridge Drive Hudsonville, Michigan 49426; commissions; 10 hours per month] [OPERATING UNDER THE DBA NAME OF AFFINITY FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; GRANDVILLE, MI; START DATE: 02/2017]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-24 |
Reach out to this advisor