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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 | 2023-05-15 |
| NJ | RA | APPROVED | 2018-09-04 |
Branch Locations
250 Pehle Avenue 9Th Floor Plaza 2 - Suite 900, Saddle Brook, NJ 07663 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| New York Life Insurance Co | Saddle Brook | NJ | 12/2012 | Present |
| Nylife Securities Llc | Saddle Brook | NJ | 01/2013 | Present |
| Eagle Strategies Llc | Saddle Brook | NJ | 08/2018 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 250 Pehle Ave, Ste. 900, Saddle Brook, NJ 07663; Start Date 09/2018; Role/Title: Insurance Broker; Investment Related; 4 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2013-02-27 |
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