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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_RES | 2015-04-24 |
| CA | RA | APPROVED | 2005-11-03 |
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 | Laguna Hills | CA | 03/1990 | Present |
| Nylife Securities Inc. | Santa Ana | CA | 02/1991 | Present |
| Pascal Insurance And Financial Services | Irvine | CA | 08/2010 | Present |
| P2 Partners Insurance & Financial Services Llc | Irvine | CA | 03/2021 | 02/2022 |
| Eagle Strategies Llc | Irvine | CA | 11/2005 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA PASCAL INSURANCE AND FINANCIAL SERVICES; INVESTMENT RELATED; START DATE 4/2004] [PIFS Management LLC; Management company; 26052 Red Corral Road, Laguna Hills, CA 92653; Start Date 07/2020; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours;Our function is to simply oversee all business activities and receive a fee for such oversight and then to manage the books and record of the company]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-16 |
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