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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-19 |
| WA | RA | APPROVED | 2024-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Spokane | WA | 07/2020 | 09/2022 |
| New York Life Insurance Co. | Spokane | WA | 04/2020 | 09/2022 |
| Eastern Washington University | Cheney | WA | 11/2015 | 06/2017 |
| Catered For You | Spokane | WA | 10/2016 | 05/2019 |
| Eastern Washington University | Cheney | WA | 09/2014 | 06/2017 |
| The Bull Head | Four Lakes | WA | 04/2018 | 10/2018 |
| Gonzaga University | Spokane | WA | 08/2018 | 05/2019 |
| Eastern Washington University | Cheney | WA | 11/2019 | 08/2020 |
| The Red Lion Bbq & Pub | Spokane | WA | 05/2019 | 08/2019 |
| The Ref Sports Bar | Spokane Valley | WA | 09/2018 | 03/2020 |
| Henker Financial Partners Llc | Richland | WA | 10/2022 | Present |
| Eagle Strategies Llc | Richland | WA | 07/2023 | 11/2023 |
| Eagle Strategies Llc | Richland | WA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-11 |
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