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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2021-03-11 |
Branch Locations
400 Tradecenter Drive Suite 5900, Woburn, MA 01801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 03/2011 | Present |
| New York Life Insurance Company | Waltham | MA | 02/2011 | Present |
| Eagle Strategies Llc | Waltham | MA | 03/2021 | Present |
| Fairway Group, Llc | Woburn | MA | 03/2024 | Present |
[INSURANCE BROKERING; BROKER NON NEW YORK LIFE PRODUCTS TO SERVICE THE NEEDS OF CERTAIN CLIENTS AND PROSPECTS; 201 JONES RD, 5TH FLOOR WALTHAM, MA 02451; START DATE 06/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 3 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF FAIRWAY GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (WOBURN, MA); START DATE: 03/2024]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-14 |
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