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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 | 2023-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Mobile | AL | 05/2002 | Present |
| Nylife Securities Inc | Mobile | AL | 03/2003 | Present |
| Eagle Strategies Llc | Destin | FL | 01/2023 | Present |
OUTSIDE BROKERING AGENT. METHOD OF COMPENSATION-COMMISSIONS. AMOUNT OF TAXABLE INCOME DERIVED FROM OBA-$4000. TIME DEVOTED-4 HOURS A MONTH. I AM APPOINTED WITH VARIOUS INSURANCE COMPANIES FOR THE PURPOSE OF BROKERING NON-REGISTERED LIFE, HEALTH, ANNUITY, DISABILITY, ACCIDENT, AND CANCER POLICIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-07 |
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