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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 | 2013-06-05 |
Branch Locations
2020 Main Street 10Th Floor, Irvine, CA 92614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 06/2005 | Present |
| Nylife Securities Inc. | New York | NY | 06/2005 | Present |
| Eagle Strategies Llc | Irvine | CA | 06/2013 | Present |
[Cryptocurrency Investment; Buy or sell cryptocurrency; 2020 main street, irvine, ca 92614; Start Date 08/2020; Role/Title: Employee; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-24 |
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