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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 | 2025-02-26 |
| LA | RA | APPROVED | 2025-01-28 |
Branch Locations
2431 Acadian Thruway Suite 400, Baton Rouge, LA 70808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curbside Mid City, Llc. | Baton Rouge | LA | 10/2016 | 03/2021 |
| Spectrum Water Technology | Geismar | LA | 04/2015 | 10/2016 |
| New York Life Insurance Company | Baton Rouge | LA | 03/2021 | Present |
| Nylife Securities Llc. | Baton Rouge | LA | 03/2021 | Present |
| Tfg Financial, Llc | Baton Rouge | LA | 06/2021 | Present |
| Eagle Strategies Llc | Baton Rouge | LA | 01/2025 | Present |
[OPERATING UNDER THE DBA NAME OF TFG FINANCIAL, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; BATON ROUGE, LA; START DATE: 06/2021] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 2431 S. Acadian Thruway, Suite 400, Baton Rouge, Louisiana, 70808; Start Date 03/2021; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Insurance, investments, financial planning.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-27 |
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