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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 |
|---|---|---|---|
| NY | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-23 |
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