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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Irvine | CA | 02/1993 | Present |
| Nylife Securities Llc | Irvine | CA | 08/1993 | Present |
| Eagle Strategies Llc | Irvine | CA | 05/2022 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Start date: 04/2004; Role/Title: Insurance Broker; Investment related] [Investment in Bitcoin/Ripple/Litecoin; 2020 Main St #1200 Irvine Ca 92614; Start Date 01/2018; Role/Title: Investor; Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-26 |
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