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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_RES | 2021-11-23 |
| WA | RA | APPROVED | 2015-06-17 |
Branch Locations
10885 Ne 4Th Street Suite 1400, Bellevue, WA 98004 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Bellevue | WA | 05/2015 | Present |
| New York Life Insurance Company | Bellevue | WA | 03/2015 | Present |
| Eagle Strategies Llc | Bellevue | WA | 06/2015 | Present |
| Ultimate Wealth Strategies Llc | Bellevue | WA | 03/2016 | Present |
| Capital Edge Insurance & Financial Services, Inc. | Bellevue | WA | 02/2025 | Present |
[INSURANCE BROKERING; 10885 NORTHEAST 4TH STREET #1400, BELLEVUE, WA 98004; START DATE: 02/2015; BROKER; COMPENSATION: COMMISSIONS; INVESTMENT RELATED; 3 HOURS PER MONTH; 3 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF ULTIMATE WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; BELLEVUE, WA; START DATE: 03/2016] [Cost Consulting; Review costs related to construction projects.; 14150 NE 20th St Ste F1 Bellevue, WA 98007; Start Date 11/2016; Role/Title: Independent Contractor; Not Investment Related; 20 hours per month; 4 hours per month during securities trading hours] [After School All Stars Foundation; Provides after school programs for underprivileged youth in middle school; 19032 66th Ave South, Suite C-107, Kent WA 98032; Start Date 12/2017; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [MMA Coach; Martial arts coaching; 427 6th St South, Kirkland, WA 98033; Start Date 06/2018; Role/Title: Educator/Instructor; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Unscripted Arena with Tony Sablan; the nature of this business is to interview guests about their personal journey in life and what challenges they went through and how they overcome those challenges.; 14150 NE 20th St. Ste F1-200, Bellevue, WA 98007; Start Date 09/2023; Role/Title: Owner; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Capital Edge Insurance & Financial Services, Inc. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; Associate; BELLEVUE, WA; START DATE: 02/2025][Two Ravens Fund I, LP; invests in early stage companies; 1209 Orange Street, Wilmington, Delaware 19801; Start Date 01/2026; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][QUORUM CAPITAL PARTNERS FUND I, LP; They seek to fund pre-seed and seed-stage startups, led by resilient, self-aware founders pursuing noble missions. ; 201 N US Highway 1, STE D10 #1012 Jupiter, FL 33477; Start Date 02/2026; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Trisfera Global, LLC; Enterprise risk management consulting firm providing corporate clients with organizational risk assessments, threat analysis, and strategic risk mitigation advisory; 14150 NE 20th St. Ste F1-200, Bellevue, WA 98007; Start Date 03/2026; Role/Title: Owner; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; strategic advisor]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-16 |
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