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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_RES | 2023-12-14 |
| NY | RA | APPROVED | 2021-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Medford | NY | 09/2013 | Present |
| New York Life Insurance Company | Medford | NY | 07/2013 | Present |
| Genovese Associates | Jericho | NY | 01/2017 | Present |
| Eagle Strategies Llc | Jericho | NY | 07/2021 | Present |
[OPERATING UNDER THE DBA NAME OF GENOVESE ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; JERICHO, NY; START DATE: 01/2017] [NYLARC Holding Company Inc.; Reinsuring the life insurance that I write with New York Life ; 51 Madison Ave NYC 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-24 |
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