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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2015-11-17 |
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 |
|---|---|---|---|---|
| Nylife Securities Llc | Edina | MN | 10/2015 | Present |
| New York Life Insurance Co. | Edina | MN | 10/2015 | Present |
| Eagle Strategies Llc | Edina | MN | 11/2015 | Present |
[Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 3600 Minnesota Dr, Suite 100 Edina, MN 55435; Commissions; 2 hours per month] [Personal Care Attendant; Independent Contractor; 2721 Dean Parkway Minneapolis MN 55416; provides personal care during non trading hours; wages; 48 hours per month] [Christian Ministry; Occasional wedding, funeral, or church service; 2721 Dean Parkway Minneapolis MN 55416; no compensation; 1 hour per month; lutheran minister]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-21 |
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