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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-14 |
| TX | RA | APPROVED | 2024-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Schaumburg | IL | 11/2018 | 03/2019 |
| Northwestern Mutual Investment Services Llc | Schaumburg | IL | 11/2018 | 03/2019 |
| Ccc Information Services Inc | Chicago | IL | 11/2013 | 05/2018 |
| First Sahara Insurance Services Inc | Inverness | IL | 05/2018 | 10/2018 |
| New York Life Insurance Co | Schaumburg | IL | 03/2019 | Present |
| Nylife Securities Llc | Schaumburg | IL | 07/2019 | Present |
| Eagle Strategies Llc | Barrington | IL | 02/2024 | Present |
| Ample Wealth Strategies Llc | Barrington | IL | 05/2026 | Present |
[Insurance Brokering; Appointed with Outside Carriers for the purpose of brokering Non-Registered Insurance products and through International Insurance Agency INC.; 1049 Moray dr Barrington IL 60010; Start Date 08/2018; Role/Title: Independent Contractor; Investment Related; 15 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF AMPLE WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (BARRINGTON, IL); START DATE: 05/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-13 |
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