Best Investors
Account
Sign in
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 | 2025-12-16 |
| CA | RA | APPROVED | 2025-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Viceroy Hotel | Santa Monica | CA | 10/2002 | 05/2021 |
| Proper Hotel | Santa Monica | CA | 05/2019 | 08/2019 |
| New York Life Insurance Company | Pasadena | CA | 01/2021 | Present |
| Nylife Securities Llc | Glendale | CA | 08/2021 | Present |
| Eagle Strategies Llc | Santa Monica | CA | 03/2025 | Present |
| Monarch Grove Wealth Strategies And Insurance Solutions Llc | Santa Monica | CA | 06/2026 | Present |
[OPERATING UNDER THE DBA NAME OF MONARCH GROVE WEALTH STRATEGIES AND INSURANCE SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (SANTA MONICA, CA); START DATE: X06/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-28 |
Reach out to this advisor