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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-23 |
| CT | RA | APPROVED | 2014-03-26 |
Branch Locations
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
44 South Broadway, White Plains, NY 10601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | New York | NY | 08/2006 | Present |
| Eagle Strategies Llc | New York | NY | 04/2010 | Present |
| Nylife Distributors Llc | Sleepy Hollow | NY | 06/2013 | 07/2023 |
| Nylife Securities Llc | New York | NY | 07/2023 | Present |
]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-19 |
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