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Youwha Lee

Eagle Strategies LLC

Saddle Brook, NJ

CRD 4614752

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Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-02
  • NJ RA
    APPROVED
    Since 2026-01-02

Branch Locations

250 Pehle Avenue 9Th Floor Plaza 2 - Suite 900, Saddle Brook, NJ 07663 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Saddle Brook NJ 12/2002 Present
Nylife Securities Llc Saddle Brook NJ 10/2014 Present
Eagle Strategies Llc Saddle Brook NJ 10/2019 Present
  • 12/2002 → Present
    New York Life Insurance Company
    Saddle Brook, NJ
  • 10/2014 → Present
    Nylife Securities Llc
    Saddle Brook, NJ
  • 10/2019 → Present
    Eagle Strategies Llc
    Saddle Brook, NJ
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-02-19
  • S63 Uniform Securities Agent State Law Examination
    2005-02-19
Designations
  • Chartered Financial Consultant
Other Names
  • Yua Kang

View on SEC IAPD

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