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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_RES | 2026-01-22 |
| FL | RA | APPROVED | 2023-03-14 |
Branch Locations
125 West Romana Street Suite 720, Pensacola, FL 32502 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Pensacola | FL | 02/2021 | Present |
| Hungry Howie's Pizza | Pensacola | FL | 06/2012 | 08/2018 |
| Aylstock, Witkin, Kreis, And Overholtz, Pllc | Pensacola | FL | 08/2018 | 06/2019 |
| Adoor Properties, Llc | Pensacola | FL | 06/2019 | 07/2020 |
| New York Life Insurance Co | Pensacola | FL | 08/2020 | Present |
| The University Of West Florida | Pensacola | FL | 06/2016 | 05/2018 |
| Eagle Strategies Llc | Pensacola | FL | 02/2023 | Present |
| Atlas Financial Strategies, Llc | Pensacola | FL | 06/2023 | Present |
[Louis Maygarden Center for Financial Literacy; Offers financial education courses for all members of the surrounding community.; 11000 University Pkwy, Pensacola, FL 32514; Start Date 05/2021; Role/Title: Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours;behind-the-scenes work like gathering refreshments and accessories for workshops and sending out emails with Zoom links to the webinars] [OPERATING UNDER THE DBA NAME OF Atlas Financial Strategies, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES ; INVESTMENT RELATED; ASSOCIATE; PENSACOLA FL; START DATE: 06/2023][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 125 W Romana Street, Suite 720, Pensacola, FL 32502; Start Date 06/2025; Role/Title: Insurance Broker; Investment Related; 40 hours per month; 40 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-01 |
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