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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 | 2026-03-04 |
| NJ | RA | APPROVED | 2013-06-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Edison | NJ | 04/2008 | Present |
| New York Life Insurance Co | Edison | NJ | 11/2007 | Present |
| Eagle Strategies Llc | Edison | NJ | 06/2013 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products; 370 Thornall St, 8th Floor, Edison, NJ 08837; Start Date 05/2015; Role/Title: Independent Contractor; Investment Related; 20 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-22 |
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