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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-06 |
| NV | RA | APPROVED | 2025-08-04 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
[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]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-18 |
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