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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tri Wealth Llc | Frisco | TX | 05/2025 | Present |
| Pingpong Global Solutions Inc | Frisco | TX | 05/2022 | 05/2025 |
| Veem | Ottawa | 01/2019 | 07/2020 | |
| Instant Brands Inc | Ottawa | 08/2018 | 12/2018 | |
| Anz Bank | Wellington | 04/2013 | 04/2018 | |
| Immigration | Ottawa | 05/2018 | 07/2018 | |
| Immigration | Frisco | TX | 08/2020 | 05/2022 |
| Nylife Securities Llc | Frisco | TX | 06/2025 | Present |
| Eagle Strategies Llc | Frisco | TX | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-20 |
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