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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 | 2021-08-03 |
Branch Locations
390 Berry Street 4Th Floor, Brooklyn, NY 11249 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
[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.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-17 |
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