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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 | 2026-01-22 |
| LA | RA | APPROVED | 2025-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Summit Group | Shreveport | LA | 12/2014 | 04/2023 |
| Nylife Securities Llc | Shreveport | LA | 03/2024 | Present |
| Ameritas Investment Company, Llc | Lincoln | NE | 05/2023 | 11/2023 |
| Harvest Wealth Group | Exeter | CA | 05/2023 | 11/2023 |
| Great Raft Brewing | Shreveport | LA | 12/2021 | 10/2023 |
| The Lorey Group | Shreveport | LA | 11/2023 | 02/2024 |
| Eagle Strategies Llc | Shreveport | LA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-12 |
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