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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
One World Trade Center 285 Fulton Street, 39Th Floor, New York, NY 10007 • United States
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 |
|---|---|---|---|---|
| New York Life Insurance Co. | Melville | NY | 03/2009 | Present |
| Nylife Securities Llc | Melville | NY | 05/2009 | Present |
| Eagle Strategies Llc | Melville | NY | 11/2012 | Present |
[Harbor Green Shore Club Board; Board Member. This is my local community Harbor Green Shore Club, where my family goes during the summer. There is a pool, playground, and beach sand area for the family to enjoy. I was asked to volunteer by joining the board this month. ; 38 Riviera Drive South, Massapequa NY 11758; Start Date 04/2023; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-18 |
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