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 |
|---|---|---|---|
| SC | RA | APPROVED | 2026-07-17 |
| PA | RA | APPROVED | 2012-07-20 |
Branch Locations
Mount Pleasant, SC • United States
100 Coastal Dr Suite 300, Charleston, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Wayne | PA | 06/2005 | Present |
| Nylife Securities | Wayne | PA | 07/2005 | Present |
| Eagle Strategies Llc | Manchester | NH | 10/2009 | Present |
| High Tide Financial | Charleston | SC | 08/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 1123 Independence Dr, West Chester, PA 19382; Start Date: 06/2005; Role/Title: Insurance Broker; Investment related] [OPERATING UNDER THE DBA NAME OF HIGH TIDE FINANCIAL FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (CHARLESTON, SC); START DATE: 08/2026]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-16 |
Reach out to this advisor