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James Christopher Reuter

Eagle Strategies LLC

Wall Township, NJ

CRD 7082344

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Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-07-09
  • NJ RA
    APPROVED
    Since 2021-07-09

Branch Locations

1963 Rt. 34 Bldg B - Suite 201, Wall Township, NJ 07719 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nylife Securities Llc Saddlebrook NJ 11/2019 Present
New York Life Insurance Co Saddlebrook NJ 03/2019 Present
Freelance New York NY 05/2018 03/2019
Nypd New York NY 07/2007 05/2018
Podell Financial Group, Llc Wall Township NJ 10/2020 12/2021
Eagle Strategies Llc Wall Township NJ 07/2021 Present
  • 11/2019 → Present
    Nylife Securities Llc
    Saddlebrook, NJ
  • 03/2019 → Present
    New York Life Insurance Co
    Saddlebrook, NJ
  • 05/2018 → 03/2019
    Freelance
    New York, NY
  • 07/2007 → 05/2018
    Nypd
    New York, NY
  • 10/2020 → 12/2021
    Podell Financial Group, Llc
    Wall Township, NJ
  • 07/2021 → Present
    Wall Township, NJ
Other Businesses

[Renewal Commissions; Renewal Commission on Previously Sold Life Insurance; 1963 NJ-34 Building B - 201 Wall NJ 07719; Start Date 01/2022; Role/Title: Insurance Broker; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Rental Property - 440 Seaview Court; Rental Property; 440 Seaview Court, Unit 501, Marco Island, FL 34145; Start Date 05/2021; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [Rental Property - 420 East 55th Street; Investment/ Rental Property; 420 East 55th Street NY, NY 10022; Start Date 08/2021; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-17
  • S66 Uniform Combined State Law Examination
    2021-06-17

View on SEC IAPD

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