Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| NJ | RA | APPROVED | 2017-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | Albany | NY | 11/1991 | Present |
| Nylife Securities Llc | Latham | NY | 01/1992 | Present |
| Bruno & Bruno Financial Services, Llc | Saratoga Springs | NY | 03/2016 | Present |
| Eagle Strategies Llc | Latham | NY | 07/2017 | Present |
[OPERATING UNDER THE DBA NAME OF BRUNO & BRUNO FINANCIAL SERVICES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SARATOGA SPRINGS, NY; START DATE: 03/2016]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-04-24 |
Reach out to this advisor