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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 | 2011-03-10 |
Branch Locations
5005 Lyndon B Johnson Freeway Suite 1600, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Plano | TX | 10/2010 | Present |
| Nylife Securities Llc | Plano | TX | 10/2010 | Present |
[OWNER; HOME- RENTAL PROPERTY; INVESTMENT RELATED; START DATE 8/2002] [ORTHO; THEY MAKE A NEW FORM OF PLASTIC; 600 SUFFOLK STREET; START DATE 01/2014; ROLE/TITLE: INVESTOR; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [The 52 Truth's; book ; No physical address; Start Date 10/2024; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [THE AMERICAN COLLEGE; 270 SOUTH BRYN MAWR AVE, BRYN MAWR, PA 19010; START DATE: 1/2014; ROLE/ TITLE: PRESIDENT; NOT INVESTMENT RELATED; 4 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Mane Gait; Horse Therapy for Children and Veterans; 3160 N Custer Rd McKinney Tx. 75071; Start Date 11/2021; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours;Board Member to support the organization in any ways that board members are often called to help] [Falmouth Academy ; Solar Panel Instillation. I am paying for the instillation of solar panels on the roof of Falmouth Academy who will be using the energy created by those panels. They will pay me for the energy used ; 7 Highfield Dr Falmouth MA 02540; Start Date 12/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-06 |
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