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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-18 |
Branch Locations
3295 Levis Commons Blvd Suite 3295, Perrysburg, OH 43551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Maumee | OH | 10/2011 | Present |
| Nylife Securities, Llc | Maumee | OH | 03/2012 | Present |
| Color Me Cottages | Perrysburg | OH | 03/2007 | Present |
| Bidwell Hudson Insurance Agency Llc | Maumee | OH | 10/2016 | Present |
| Eagle Strategies Llc | Maumee | OH | 08/2022 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 1684 WOODLANDS DR., SUITE 100, MAUMEE, OH 43537; START DATE 02/2015; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Property and Casualty Sales; P & C sales; 1684 Woodlands Drive, Maumee OH 43537; Start Date 10/2016; Role/Title: Partner; Investment Related; 10 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF BIDWELL HUDSON INSURANCE AGENCY LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MAUMEE, OH; START DATE: 10/2016] [Perrysburg Library Foundation Board of Trustees; solicits and administers donations made to support the public library in the city of Perrysburg Ohio. It is supervised by a 10-member Board of Trustees.; 101 E Indiana Ave, Perrysburg, OH 43551; Start Date 04/2017; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [SaintRose Church; Usher; Non investment related : start date 04/2013]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-11 |
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