Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2011-04-21 |
| OK | RA | APPROVED | 2011-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Tulsa | OK | 04/2007 | Present |
| Nylife Securities Llc | Tulsa | OK | 04/2007 | Present |
| Eagle Strategies Llc | Tulsa | OK | 04/2011 | Present |
INSURANCE BROKER FOR NON-REGISTERED PRODUCT SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-04 |
Reach out to this advisor