Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Pomona | CA | 09/2007 | Present |
| Nylife Securities Llc | Pomona | CA | 05/2008 | Present |
| Eagle Strategies Llc | Rosemead | CA | 11/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty products] [BJ & T INVESTMENT LLC ; rental property. I have a resident rental property.; 882 Ashfield Ave Pomona ca 91767; Start Date 08/2015; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-11-30 |
Reach out to this advisor