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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2015-07-17 |
Branch Locations
Timonium Ii Building 1954 Greenspring Drive Suite 700, Timonium , MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Timonium | MD | 07/2012 | Present |
| Nylife Securities Llc | Timonium | MD | 07/2012 | Present |
| Eagle Strategies Llc | Timonium | MD | 07/2015 | Present |
| Happy Paws Inc. | Middletown | MD | 12/2015 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-30 |
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