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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_RES | 2021-05-25 |
| WA | RA | APPROVED | 2019-05-10 |
Branch Locations
10885 Ne 4Th Street Suite 1400, Bellievue, WA 98037 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Washington | Seattle | WA | 07/2014 | 06/2018 |
| Unemployed | Seattle | WA | 06/2018 | 12/2018 |
| New York Life Insurance Co | Bellecue | WA | 01/2019 | Present |
| Nylife Securities Llc | Bellevue | WA | 02/2019 | Present |
| Drynan Strategic Financial Solutions | Bellevue | WA | 03/2019 | Present |
| Eagle Strategies Llc | Bellevue | WA | 05/2019 | Present |
[OPERATING UNDER THE DBA NAME OF DRYNAN STRATEGIC FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; BELLEVUE, WA; START DATE: 03/2019] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2114 147th Pl Sw Lynnwood WA 98087; Start Date 10/2022; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; broker]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-08 |
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