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David Hoory

Eagle Strategies LLC

Brooklyn, NY

CRD 4845605

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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
NY RA APPROVED 2021-08-03
  • NY RA
    APPROVED
    Since 2021-08-03

Branch Locations

390 Berry Street 4Th Floor, Brooklyn, NY 11249 • 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
Nylife Securities Llc Brooklyn NY 07/2015 Present
New York Life Insurance Co Brooklyn NY 07/2015 Present
Eagle Strategies Llc Brooklyn NY 07/2015 Present
  • 07/2015 → Present
    Nylife Securities Llc
    Brooklyn, NY
  • 07/2015 → Present
    New York Life Insurance Co
    Brooklyn, NY
  • 07/2015 → Present
    Brooklyn, NY
Other Businesses

[SINGLE FAMILY RENTAL PROPERTY 1911 E. 22ND ST., BROOKLYN NY 11229; OWNER; INVESTMENT RELATED; START DATE 9/2013} [SBH career division; i would like to volunteer to be a career coach and assist local community members with their future employment opportunities.; 425 Kings Highway Brooklyn, NY, 11223; Start Date 06/2022; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours;meet with individuals that are in need of employment and help them find an opportunity that would be a good fit for them.]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-18
S63 Uniform Securities Agent State Law Examination 2008-07-17
  • S66 Uniform Combined State Law Examination
    2013-10-18
  • S63 Uniform Securities Agent State Law Examination
    2008-07-17

View on SEC IAPD

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