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Gurgen Boris Bakhshiyan

Eagle Strategies LLC

Brooklyn, NY

New York, NY

CRD 4871808

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Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-05-19
  • NY RA
    APPROVED
    Since 2025-05-19

Branch Locations

2381 Ocean Avenue Apt 7A, Brooklyn, NY 11229 • United States

420 Lexington Avenue Floor 15 E, New York, NY 10170 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company New York NY 10/2004 Present
Nylife Securities Llc New York NY 03/2011 Present
Eagle Strategies Llc New York NY 05/2025 Present
  • 10/2004 → Present
    New York Life Insurance Company
    New York, NY
  • 03/2011 → Present
    Nylife Securities Llc
    New York, NY
  • 05/2025 → Present
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-15
S63 Uniform Securities Agent State Law Examination 2011-03-23
  • S65 Uniform Investment Adviser Law Examination
    2025-05-15
  • S63 Uniform Securities Agent State Law Examination
    2011-03-23
Other Names
  • Gurgen Sarkisyan
  • Gurgen Boris Bakhshiyam

View on SEC IAPD

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