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Dmitriy Khalilov

Eagle Strategies LLC

Towaco, NJ

New York, NY

CRD 4741295

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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 2024-10-25
NY RA APPROVED 2024-10-22
  • NJ RA
    APPROVED
    Since 2024-10-25
  • NY RA
    APPROVED
    Since 2024-10-22

Branch Locations

Towaco, NJ • United States

1 World Trade Center 285 Fulton Street 39Th Floor, New York, NY 10007 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company New York NY 12/2003 Present
Nylife Securities New York NY 05/2004 Present
Karakoyunlu Solutions, Llc Brooklyn NY 05/2010 Present
Eagle Strategies Llc New York NY 10/2024 Present
  • 12/2003 → Present
    New York Life Insurance Company
    New York, NY
  • 05/2004 → Present
    Nylife Securities
    New York , NY
  • 05/2010 → Present
    Karakoyunlu Solutions, Llc
    Brooklyn, NY
  • 10/2024 → Present
    New York, NY
Other Businesses

[Insurance Brokering; sell insurance products outside of New York Life Insurance .; 120 Broadway 29 Fl., NY, NY 10271; Start Date 05/2007; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KARAKOYUNLU SOLUTIONS, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ROLE/TITLE: PRESIDENT; ADDRESS: 7201 BAY PARKWAY, #1H, BROOKLYN, NEW YORK 11204; START DATE: 04/26/2010]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-22
S63 Uniform Securities Agent State Law Examination 2004-08-31
  • S66 Uniform Combined State Law Examination
    2024-10-22
  • S63 Uniform Securities Agent State Law Examination
    2004-08-31

View on SEC IAPD

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