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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-11-22 |
Branch Locations
250 Pehle Avenue Suite 900, Saddle Brook, NJ 07663 • United States
8 Garrett Court, West Milford, NJ 07480 • United States
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 | Saddle Brook | NJ | 02/2020 | Present |
| New York Life Insurance Company | Saddle Brook | NJ | 04/2019 | Present |
| Cph Consulting Group | Hackensack | NJ | 01/2016 | 08/2018 |
| Uber | Hackensack | NJ | 09/2017 | 04/2018 |
| Lyft | Hackensack | NJ | 02/2018 | 01/2019 |
| Eagle Strategies Llc | Saddle Brook | NJ | 11/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products and through Northeast Planning Group; 8 Garrett Court West Milford, NJ 07480; Start Date 09/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [West Milford Chamber of Commerce; Helping small businesses.; 1614-O Union Valley Rd. West Milford, NJ 07480; Start Date 07/2024; Role/Title: Director; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours][Experis - Meta; product tester; Waterview Tower 2001 US 46 Suite 310 Parsippany, NJ 07054; Start Date 12/2024; Role/Title: Independent Contractor; Not Investment Related; 80 hours per month; 0 hours per month during securities trading hours][West Milford Recreation ; Travel Basketball Head Coach. I am the head coach for my son's travel basketball team.; PAL Drive, West Milford, NJ 07480; Start Date 11/2024; Role/Title: Volunteer; Not Investment Related; 12 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-28 |
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