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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2018-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Arvada | CO | 04/2015 | Present |
| Allen & Kimse Ltd | Centennial | CO | 10/2013 | 02/2018 |
| Nylife Securities Llc | Arvada | CO | 05/2015 | Present |
| Mahoney Financial Organization, Llc | Arvada | CO | 01/2017 | Present |
| Eagle Strategies Llc | Broomfield | CA | 05/2018 | Present |
[OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; ARVADA, CO; START DATE: 01/2017] [Cryptocurrency Investment; Purchase of crypto currency for the purpose of a potential growth asset.; 3990 yates st denver co 80212; Start Date 04/2021; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; passive investor]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-11 |
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