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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 | 2022-05-27 |
| GA | RA | APPROVED | 2021-02-18 |
Branch Locations
5400 Riverside Drive Suite 102, Macon, GA 31210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Macon | GA | 04/2012 | Present |
| New York Life Insurance Company | Macon | GA | 12/2011 | Present |
| Mahoney Financial Organization, Llc | Macon | GA | 12/2017 | 10/2022 |
| Eagle Strategies Llc | Macon | GA | 02/2021 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 5400 Riverside Dr Ste 102 Macon GA 31210; Start Date 09/2024; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-04 |
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