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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 | 2023-08-21 |
Branch Locations
39650 Liberty Street Suite 200, Fremont, CA 94538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Francisco | CA | 10/2005 | Present |
| Nylife Securities, Inc | San Francisco | CA | 04/2006 | Present |
| Eagle Strategies Llc | Fremont | CA | 08/2023 | Present |
[GOODHUE, LL;, OWNER; RENTAL INCOME; 10 HRS. PER MONTH; RENTAL PROPERTY TO GENERATE RENTAL INCOME; JANUARY 2008; FUNCTIONS/RESPONSIBILITY: MEETING WITH CO-OWNERS TO REVIEW REPORT FROM PROPERTY MANAGER.] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS.; 39650 LIBERTY ST, SUITE 200, FREMONT CA 94538; START DATE 01/2013; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-08-10 |
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