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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 |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Louisville | KY | 06/2020 | Present |
| Zyla Life Sciences | Lexington | KY | 03/2020 | 07/2020 |
| Benco Dental Company | Lexington | KY | 02/2018 | 03/2020 |
| Enterprise Rent-A-Car | Lexington | KY | 05/2016 | 02/2018 |
| Nylife Securities Llc | Louisville | KY | 12/2020 | Present |
| Eagle Strategies Llc | Lexington | KY | 06/2026 | Present |
[The Kentucky Center for Grieving Children and Families; I volunteer my input in matters that may help the organization to better assist those who are experiencing grief due to a recent loss.; 3348 Bellefonte Drive, Lexington, KY 40502; Start Date 05/2021; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 3868 Pinecrest Way, Lexington, KY 40514; Start Date 04/2024; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-11 |
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