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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 | 2015-11-17 |
| CO | RA | APPROVED | 2001-08-31 |
Branch Locations
215 Union Blvd Suite 200, Lakewood, CO 80228 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Co | Boulder | CO | 10/1994 | Present |
| Nylife Securities Inc. | Arvada | CO | 10/1994 | Present |
| High Point Financial Group, Llc | Lakewood | CO | 03/2007 | Present |
BROKERS WITH VARIOUS OUTSIDE INSURANCE CARRIERS VIA DBA HIGH POINT FINANCIAL GROUP, LLC 215 UNION BLVD., SUITE 200, LAKEWOOD, CO 80228. USED FOR ALL BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-23 |
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