Sanjeev Hiranand Butani

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

Authority	Category	Status	Date
MD	RA	APPROVED	2018-08-14
VA	RA	APPROVED	2018-08-07

MD RA
APPROVED

Since 2018-08-14
VA RA
APPROVED

Since 2018-08-07

Branch Locations

Sterling, VA • 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

Organization	City	State	From	To
Aig	Rockville	MD	11/2015	05/2017
Pruco Securities, Llc	Bethesda	MD	06/2017	05/2018
The Prudential Insurance Company Of America	Bethesda	MD	06/2017	05/2018
New York Life Insurance Com.	Betehsda	MD	06/2018	Present
Nylife Securities Llc	Bethesda	MD	07/2018	Present

11/2015 → 05/2017

Aig

Rockville, MD
06/2017 → 05/2018

Pruco Securities, Llc

Bethesda, MD
06/2017 → 05/2018

The Prudential Insurance Company Of America

Bethesda, MD
06/2018 → Present

New York Life Insurance Com.

Betehsda, MD
07/2018 → Present

Nylife Securities Llc

Bethesda, MD

Previous Registrations

2017-10-19 → 2018-05-31

Pruco Securities, Llc.

North Bethesda, MD

Other Businesses

[Airbnb-basement rental property; non-investment related; 46383 Woodlake Place Sterling VA 20165; Rental property; Owner; Start date 06/2016; 2 hours per month;0 hours during securities trading hours; manager rental basement] [Property and Casualty Sales; Appointed with outside carriers for the purpose of brokering property and casualty products; 6901 Rockledge Drive, Suite 500, Bethesda, MD 20817; Commissions; 5 hours per month] [Insurance Brokering; Appointed with outside carriers with the purpose of brokering non-registered products; 6901 Rockledge Drive, Suite 500, Bethesda, MD 20817; Start Date 01/2009; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 0 hours per month during securities trading hours][H & B Capital LLC dba Tea House Restaurant; A small restaurant that caters to all including people celebrating birthdays, anniversaries and other milestones;; 3244 Holland Road, Unit 110 Virginia Beach, VA 23453; Start Date 07/2026; Role/Title: Member; Not Investment Related; 30 hours per month; 10 hours per month during securities trading hours; assist manager]

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-09-18
S63	Uniform Securities Agent State Law Examination	2005-07-07

S66 Uniform Combined State Law Examination

2017-09-18
S63 Uniform Securities Agent State Law Examination

2005-07-07

Designations

Chartered Financial Consultant

Other Names

Sanjeev Butani

View on SEC IAPD