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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| CA | RA | APPROVED | 2010-03-01 |
Branch Locations
51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | New York | NY | 07/1996 | Present |
| Nylife Distributors Llc | New York | NY | 04/2005 | Present |
[rental property; 3361 Avenida Soria, Carlsbad, CA 92009; Start Date 04/2021; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-27 |
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