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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2010-01-27 |
Branch Locations
3200 Southwest Freeway Suite 1900, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Houston | TX | 12/2003 | Present |
| Nylife Securities Inc. | Houston | TX | 05/2004 | Present |
| Eagle Strategies Llc | Houston | TX | 01/2010 | Present |
AGENT IS APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 10/2010; Role/Title: Shareholder; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-16 |
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