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 |
|---|---|---|---|
| IL | RA | APPROVED | 2023-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2015 | 09/2018 |
| Northwestern Mutual Investment Services Llc | Lombard | IL | 12/2015 | 09/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2017 | 09/2018 |
| New York Life Insurance Co | Downers Grove | IL | 10/2018 | Present |
| Nylife Securities Llc | Downers Grove | IL | 11/2018 | Present |
| Eagle Strategies Llc | Downers Grove | IL | 05/2023 | Present |
| Centaur Financial Llc | Downers Grove | IL | 07/2023 | Present |
| Christopher Financial Group, Llc | Chicago | IL | 10/2024 | Present |
[MOLA - Medical Organization of Latino Advancement ; MOLA is a non-profit association of Hispanic/Latino physicians and health professionals working for career advancement, linguistic and cultural competency, personal wellness, and health equity for the good of the entire Hispanic/Latino community.; P.O. Box is 577-672, Chicago IL 60657; Start Date 06/2023; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; Will help create events that promote networking with LatinX health professionals and stress relief activities.] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 180 N Ada Street Chicago IL 60607; Start Date 07/2023; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF CENTAUR FINANCIAL LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (DOWNERS GROVE, IL); START DATE: 07/2023] [OPERATING UNDER THE DBA NAME OF CHRISTOPHER FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (CHICAGO, IL); START DATE: 10/2024]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-16 |
Reach out to this advisor