Best Investors
Account
Sign in
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 | 2026-05-22 |
| NY | RA | APPROVED | 2025-02-27 |
Branch Locations
285 Fulton Street 39Th Floor, New Yor, NY 10007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 09/2020 | Present |
| Unemployed | New York City | NY | 11/2019 | 08/2020 |
| Max Mara Usa | New York | NY | 10/2016 | 10/2019 |
| Giorgio Armani Corporation | New York | NY | 01/2015 | 09/2016 |
| Nylife Securities Llc | New York | NY | 10/2021 | Present |
| Apy Rise Wealth Strategies | New York | NY | 07/2024 | Present |
| Eagle Strategies Llc | New York | NY | 02/2025 | Present |
[OPERATING UNDER THE DBA NAME OF APY RISE WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (NEW YORK, NY); START DATE: 07/2024] [APY Rise Wealth Management; LLC Formation for Tax purposes; 1 World Trade Center FL 39 New York NY 10007; Start Date 04/2026; Role/Title: Owner; Investment Related; 160 hours per month; 80 hours per month during securities trading hours; LLC Business formation for Tax Purposes of APY Rise Wealth Strategies] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1 World Trade Center Fl 39 New York NY 10007; Start Date 04/2026; Role/Title: Owner; Investment Related; 80 hours per month; 32 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-07 |
Reach out to this advisor