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Nathan Everett Engstrom

Eagle Strategies LLC

Tigard, OR

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-01-01
TX RA APPROVED_RES 2024-01-04
  • OR RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2024-01-04

Branch Locations

New York Life Ins Co 8020 Sw Pfaffle St, Suite 100, Tigard, OR 97223 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Co. Portland OR 09/1994 Present
Nylife Securities Inc. Portland OR 11/1994 Present
Eagle Strategies Llc New York NY 06/2006 Present
Legacy Wealth Partners, Inc. Portland OR 02/2025 Present
  • 09/1994 → Present
    New York Life Insurance Co.
    Portland, OR
  • 11/1994 → Present
    Nylife Securities Inc.
    Portland, OR
  • 06/2006 → Present
    New York, NY
  • 02/2025 → Present
    Legacy Wealth Partners, Inc.
    Portland, OR
Other Businesses

[RENTAL PROPERTY; START DATE: 10/2003; ROLE/TITLE: OWNER; INVESTMENT RELATED; 2-3 HOURS PER MONTH] [EMPIRE HOLDINGS LLC; RENTAL PROPERTIES; START DATE: 12/2006; ROLE/TITLE: OWNER; INVESTMENT RELATED; 10 HOURS PER MONTH] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 8020 SW Pfaffle St. Suite# 100 Portland, OR 97223; Start Date 08/2024; Role/Title: Owner; Investment Related; 5 hours per month; 1 hours per month during securities trading hours] [Notary Public; 8020 SW Pfaffle St. #100 Portland, OR 97223; Start Date 07/2017; Role/Title: notary; Not Investment Related; 1 hours per month; 1 hour per month during securities trading hours] [NYLARC Holding Company; Reinsurance company owned by NYL agents; 51 Madison Ave. NY, NY 10010; Start Date 06/2014; Role/Title: Investor; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; passive investor] [L&K SunRiver Properties LLC - Dormant; empty shell LLC that can hold real estate, currently no assets; 17140 SW Hillsboro Hwy. Sherwood OR 97140; Start Date 11/2008; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [E&S Holdings LLC; Holds my office Building only; 8020 SW Pfaffle St. Portland, OR 97223; Start Date 02/2010; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours; pay bills] [L&K Lexington Properties LLC - Dormant; Empty shell LLC, no assets; 17140 SW Hillsboro Hwy. Sherwood, OR 97140; Start Date 11/2008; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [MECO Construction LLC - Dormant; empty shell LLC; 17140 SW Hillsboro Hwy. Sherwood, OR 97140; Start Date 11/1994; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Empire, LLC - Dormant; 17140 SW Hillsboro Hwy. Sherwood, OR 97140; Start Date 10/2014; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Empire Mgmt. LLC - Dormant; old operating business for Empire Holdings, now empty LLC no assets; 17140 SW Hillsboro Hwy. Sherwood, OR 97140; Start Date 05/2006; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF LEGACY WEALTH PARTNERS INC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (PORTLAND, OR); START DATE: 02/2025][LWP Executive Suites; Rental property LLC holding company; 3621 Adelaide The Colony, TX 75056; Start Date 01/2025; Role/Title: manager only, no ownership interest; Investment Related; 3 hours per month; 0 hours per month during securities trading hours; manage company][Installment Note ; Installment Note to facilitate sale of assets between companies I both own 100%; 8020 SW Pfaffle St Portand OR 97223; Start Date 12/2025; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Installment Note - Empire Holdings LLC; Installement note between my company Empire Holdings and me personally. ; 8020 SW Pfaffle st Portland OR 97223; Start Date 06/2024; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-14
S63 Uniform Securities Agent State Law Examination 1995-01-06
  • S65 Uniform Investment Adviser Law Examination
    1999-05-14
  • S63 Uniform Securities Agent State Law Examination
    1995-01-06
Designations

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