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Alisha Renee Ragusa

Eagle Strategies LLC

South Lake Tahoe, CA

CRD 7115174

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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
CA RA APPROVED 2025-08-06
NV RA APPROVED 2025-08-04
  • CA RA
    APPROVED
    Since 2025-08-06
  • NV RA
    APPROVED
    Since 2025-08-04

Branch Locations

South Lake Tahoe, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Reno NV 05/2020 Present
Montbleu Resort Casino & Spa Stateline NV 04/2017 04/2020
Caesars Entertainment Las Vegas NV 08/2009 03/2017
Nylife Securities Llc Reno NV 07/2021 Present
Freel Ascent Insurance And Financial Services Lake Tahoe CA 10/2024 Present
Eagle Strategies Llc South Lake Tahoe CA 08/2025 Present
  • 05/2020 → Present
    New York Life Insurance Company
    Reno, NV
  • 04/2017 → 04/2020
    Montbleu Resort Casino & Spa
    Stateline, NV
  • 08/2009 → 03/2017
    Caesars Entertainment
    Las Vegas, NV
  • 07/2021 → Present
    Nylife Securities Llc
    Reno, NV
  • 10/2024 → Present
    Freel Ascent Insurance And Financial Services
    Lake Tahoe, CA
  • 08/2025 → Present
    South Lake Tahoe, CA
Other Businesses

[South Tahoe Babe Ruth 15u; youth baseball organization for kids under 15 years old. ; 1066 Lyons Ave, South Lake Tahoe, CA 96150; Start Date 06/2023; Role/Title: Volunteer; Not Investment Related; 16 hours per month; 5 hours per month during securities trading hours; I have volunteered as an Assistant Coach.] [Live Violence Free; Live Violence Free provides confidential support, legal services, counseling, and a safe place to stay for anyone and everyone impacted by domestic violence, sexual assault, and child abuse.; 2941 Lake Tahoe Blvd South Lake Tahoe CA 96150; Start Date 06/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours; Executive Board Committee - Vice President] [APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3275 Panorama Dr., South Lake Tahoe, CA 96150; Start Date 10/2023; Role/Title: Insurance Broker; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FREEL ASCENT INSURANCE AND FINANCIAL SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (LAKE TAHOE, CA); START DATE: 10/2024]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-31
S63 Uniform Securities Agent State Law Examination 2021-08-18
  • S66 Uniform Combined State Law Examination
    2025-07-31
  • S63 Uniform Securities Agent State Law Examination
    2021-08-18
Other Names
  • Alisha Renee Bettencourt

View on SEC IAPD

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