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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_RES | 2023-05-24 |
| IN | RA | APPROVED | 2022-11-01 |
| KY | RA | APPROVED | 2012-06-27 |
Branch Locations
9300 Shelbyville Road Suite 1250, Louisville, KY 40222-5147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Louisville | KY | 08/2006 | Present |
| Nylife Securities Inc. | Crestwood | KY | 11/2006 | Present |
| Eagle Strategies Llc | Louisville | KY | 06/2012 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; INSURANCE BROKER; START DATE 5/2011; FOUR HOURS PER WEEK]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-09 |
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