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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2020-01-08 |
| NH | RA | APPROVED | 2019-12-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Andover | MA | 11/2016 | Present |
| New York Life Ins Company | Andover | MA | 07/2016 | Present |
| Eagle Strategies Llc | Andover | MA | 12/2019 | Present |
[Cornerstone Action; Cornerstone-Action and Cornerstone Policy Research are non-partisan, non-profit organizations dedicated to preserving New Hampshire's traditional values, limited government, and free markets through education, information, and advocacy.; P.O. Box 4683, Manchester, NH 03108-4683; Start Date 10/2016; Role/Title: Volunteer; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;.; 14 Church Street, Bradford, MA 01835; Start Date 10/2019; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [RebuildNH; Assist businesses and individuals in reopening NH businesses. Lobby the NH State Government for causes that increase individual liberty, improve the business environment, promote health freedom, and support the Constitution of NH.; P.O. Box 7, East Derry, NH 03041; Start Date 04/2020; Role/Title: Officer; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; Writing press releases, writing op-eds, public speaking, social media posts, participating in meetings, organizing political action] [First Fruits Ministries Inc.; Pastor. We are a first century Judeo-Christian Messianic congregation returning to the Jewish roots of the faith in the Messiah Yeshua through the Hebraic understanding of the Scriptures.; 3 Lee Circle, Derry, NH 03038; Start Date 01/2021; Role/Title: Owner; Not Investment Related; 80 hours per month; 8 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2017-04-15 |
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