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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 | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Glendale | CA | 05/2020 | Present |
| New York Life Insurance Co. | Glendale | CA | 10/2019 | Present |
| Fox Sports | Los Angeles | CA | 10/2018 | 05/2020 |
| Espn | Bristol | CT | 07/2013 | 10/2018 |
| Eagle Strategies Llc | Glendale | CA | 07/2022 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 801 N Brand Blvd, PH Floor, Glendale, CA 91203; Start Date 10/2023; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 5 hours per month during securities trading hours] [Standing Buffalo, LLC; LLC established for tax filing purposes; 801 N Brand Blvd, PH Floor, Glendale, CA 91203; Start Date 09/2023; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours][The UPS Store; retail franchise that provides shipping, document, and office services for individuals.; 3840 East Robinson Rd, Amherst, NY 14228; Start Date 08/2018; Role/Title: Partner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][R3D Buffalo LLC; UPS Store franchise ownership; 111 N Pine Island Rd, Suite 106, Plantation, FL, 33324; Start Date 03/2026; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-26 |
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