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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 | 2023-10-04 |
Branch Locations
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Katonah, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matrix Capital Group | New York | NY | 09/2014 | 09/2016 |
| Mvs Management | Greenwich | CT | 06/2013 | Present |
| New York Life | Sleepy Hollow | NY | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-29 |
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