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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-25 |
Branch Locations
Tidelands Bank Building 1312 Professional Drive, Suite 200, Myrtle Beach, SC 29577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greg Mccollum | Myrtle Beach | SC | 03/2018 | 01/2019 |
| Homemaker | Myrtle Beach | SC | 09/2016 | 03/2018 |
| Miller-Motte Technical College | Conway | SC | 03/2010 | 09/2016 |
| New York Life Insurance Company | Charleston | SC | 02/2019 | Present |
| Nylife Securities Llc | Charleston | SC | 12/2019 | Present |
| B My Inspiration | Myrtle Beach | SC | 12/2017 | 07/2020 |
| Williamson Mccarty And Associates, Llc | Myrtle Beach | SC | 08/2023 | Present |
| Eagle Strategies Llc | Myrtle Beach | SC | 06/2024 | Present |
| Ulitza & Associates Financial Strategists, Llc | Myrtle Beach | SC | 01/2026 | Present |
[OPERATING UNDER THE DBA NAME OF Williamson McCarty and Associates, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; MYRTLE BEACH SC; START DATE: 08/2023] [SOS Care Inc; They are a 501(c)3 non-profit direct service provider that empowers those to thrive on their own. ; 5276 US-17 BUS, Murrells Inlet, SC 29576; Start Date 11/2023; Role/Title: Board Member; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours; helping with social media promotion and outreach for the organization.][BNI - Myrtle Beach; Referral Networking, meet once a week to refer business to other local businesses.; BNI Corporate: 3430 Toringdon Way, Suite 300, Charlotte, NC 28277; Start Date 08/2025; Role/Title: Membership Director; Not Investment Related; 6 hours per month; 0 hours per month during securities trading hours; Membership Director, help engage with new members, and decide on whether new members are a good fit for the group] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1312 Professional Dr, Suite 200, Myrtle Beach, SC 29577; Start Date 01/2026; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 8 hours per month during securities trading hours; I collaborate with clients to develop comprehensive financial strategies that align with their long term objectives.] [OPERATING UNDER THE DBA NAME OF Ulitza & Associates Financial Strategists, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MYRTLE BEACH SC; START DATE: 01/2026][Myrtle Beach Regional Economic Development; leads Horry County's efforts to increase business activity. Our work involves attracting new businesses to the region and helping them grow, thrive, and create more jobs; 2050 Hwy 501 East, Bldg 100 Conway, SC 29526; Start Date 04/2026; Role/Title: Member; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; ambassador]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-27 |
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