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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-21 |
Branch Locations
Citrus Springs, FL • United States
51 Madison Avenue, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Progress Health And Fitness | Springhill | FL | 05/2016 | 09/2016 |
| Walmart Logistics | Brooksville | FL | 04/2017 | 03/2018 |
| Mars Fit Club | Weeki Wachee | FL | 04/2018 | 08/2018 |
| Pasco-Hernando State College | Spring Hill | FL | 01/2014 | 05/2019 |
| Coca Cola Beverages Of Florida | Spring Hill | FL | 07/2018 | 09/2019 |
| Mml Investors Services | Spring Hill | FL | 09/2018 | 05/2024 |
| Massmutual | Spring Hill | FL | 06/2018 | 05/2024 |
| Impact Partnership Wealth, Llc | Marietta | GA | 09/2024 | 10/2024 |
| Sunlife | Spring Hill | FL | 05/2023 | 10/2024 |
| Campbell & Company | Inverness | FL | 09/2024 | 10/2024 |
| New York Life Insurance Company | New York | NY | 10/2024 | Present |
| Nylife Securities Llc | New York | NY | 02/2025 | Present |
| Eagle Strategies Llc | Citrus Springs | FL | 03/2025 | Present |
| Kaplan Financial Education | Fort Lauderdale | FL | 04/2026 | Present |
[Residual Commissions; SunLife mass mutual; Not Investment Related; 250 Monroe Ave NW, Grand Rapids, Mi 49503; Group Life Insurance Renewal; Representative; start 5/2023; 0hrs/Mo: 0hrs/Mo During Securities Trading; These are residual commissions I receive for Group life business I wrote in the past. I do not service or solicit.] [Kaplan Financial Education; Teaching securities exam material part-time on weekends; 1515 West Cypress Creek Road, Fort Lauderdale, FL33309; Start Date 04/2026; Role/Title: Educator/Instructor; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours; Present material created by the college for students preparing to take the SIE, Series 6, and Series 7 exams]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-20 |
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