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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-04 |
Branch Locations
205 E River Park Circle Suite 250, Fresno, CA 93270 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Fresno | CA | 08/2020 | 01/2021 |
| Lowe's | Visalia | CA | 10/2015 | 12/2020 |
| Nylife Securities Llc | Fresno | CA | 02/2021 | Present |
| Eagle Strategies Llc | Fresno | CA | 08/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 21816 Badger Hill Ave, Exeter, CA, 93221; Start Date 03/2023; Role/Title: Insurance Broker; Investment Related; 8 hours per month; 4 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-12 |
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