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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 |
|---|---|---|---|
| VT | RA | APPROVED | 2024-04-17 |
Branch Locations
1 School Street Suite 2-4, Wilmington, VT 05363 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities | Windsor | CT | 12/2020 | Present |
| New York Life Insurance Company | Windsor | CT | 07/2020 | Present |
| Twin Valley Middle High School | Whitingham | VT | 12/2008 | 07/2020 |
| Ridge Top Club | North Haven | CT | 05/2019 | 05/2019 |
| Mount Snow | Dover | VT | 12/2012 | 03/2018 |
| Windham Southwest Supervisory Union | Whitingham | VT | 12/2020 | Present |
| Salway Financial Strategies | Wilmington | VT | 05/2023 | Present |
| Eagle Strategies Llc | Wilmington | VT | 04/2024 | Present |
[Windham Southwest Supervisory Union; High School Snowboard Coach; as of 12/2020; 4299 VT Rt 100 Whitingham, VT 05363; Coach and preside over competitive high school team; approx 26 hours a month, 10 during security trading hours; Not investment related] [Twin Valley Middle High School; Wings Program Leader; since 11/2020 4299 VT Rt 100 Whitingham, VT 05363; after school program offering structured activities; Facilitator of nature walk and Chess programs; approx 4 hours a month 2 during securities trading hours; Not investment related] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS through Ash Brokerage 303 West Main Street Suite 200 Freehold, NJ 07728; Start Date 10/2022; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF Salway Financial Strategies FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; WILMINGTON VT ; START DATE: 05/2023][Twin Valley Youth Sports; Coach of youth basketball teams, 1st grade girls rec team, 4-5th boys rec and travel team; 1 School Street Wilmington VT 05363; Start Date 02/2026; Role/Title: Volunteer; Not Investment Related; 28 hours per month; 0 hours per month during securities trading hours][Dover Youth Sports; Coaching baseball for little league ; 9 Schoolhouse Rd, East Dover, VT 05341; Start Date 04/2026; Role/Title: Volunteer; Not Investment Related; 28 hours per month; 0 hours per month during securities trading hours][Wilmington Recreation; Offers recreation opportunities for the citizens of Wilmington Vermont; 2 East Main St, PO Box 217 Wilmington, VT 05363; Start Date 06/2026; Role/Title: Tennis instructor/ coach; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-27 |
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