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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2021-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Downers Grove | IL | 11/2015 | Present |
| Nylife Securities Llc | Downers Grove | IL | 04/2016 | Present |
| Christopher Financial Group Llc | Downers Grove | IL | 08/2016 | Present |
| Eagle Strategies Llc | Downers Grove | IL | 05/2021 | Present |
[OPERATING UNDER THE DBA NAME OF CHRISTOPHER FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; DOWNERS GROVE, IL; START DATE: 08/2016] [Far and Sure Golf Tours LLC; i will be having people connect with a partner and myself, to help them plan golf trips to ireland, scotland, and england. i will be on the back end of this partnership given my relationships with golf courses located abroad.; 14624 S Mallard Ln, Lockport IL 60491; Start Date 01/2019; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-15 |
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