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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-28 |
| TX | RA | APPROVED | 2011-04-19 |
Branch Locations
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Jose | CA | 02/2007 | Present |
| Nylife Securities, Llc | San Jose | CA | 02/2007 | Present |
| Eagle Strategies Llc | Corpus Christi | TX | 04/2011 | Present |
| Nylife Distributors | Houston | TX | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-30 |
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