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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-26 |
Branch Locations
354 Eisenhower Parkway #2500, Livingston, NJ 07039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Saddle Brook | NJ | 06/2019 | Present |
| Ess | Cherry Hill | NJ | 01/2018 | 01/2023 |
| Istanbul Travel Guide | Istanbul | 12/2014 | 10/2019 | |
| Onsekis Mart University | Canakkale | 01/2017 | 08/2017 | |
| Nylife Securities Llc | Saddlle Brook | NJ | 01/2021 | Present |
| Eagle Strategies Llc | Saddle Brook | NJ | 01/2024 | Present |
[Istanbul Travel Guide - Istambul7hills; website to provide information about travel in Istanbul, Turkey; 71 Kipling Ave, Springfield, NJ 07081; start 11/2014; no compensation; 0 hours per month; non-investment related] [Rental Property ; Renting out my property to potential tenants.; 71 Kipling Ave, Springfield, NJ 07081; Start Date 02/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; Keeping track of monthly payments that renters will be making.][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through Securian LTC ; 1295 State Street, Springfield, MA 011111; Start Date 03/2025; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Business Networking International (BNI) ; Vice President at BNI. Business Networking International is a group that brings together professionals for networking purposes so referral could be passed to each other. www.bniconnectglobal.com; 8240 Ballantyne Commons Pkwy PO Box #49248 Charlotte, NC 28277; Start Date 05/2026; Role/Title: Volunteer; Not Investment Related; 6 hours per month; 6 hours per month during securities trading hours; Provide guidance to group members on how to participate in the networking group, how to measure success and show up for the meetings.]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-29 |
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