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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 03/2001 | Present |
| Eagle Strategies Llc | New York | NY | 10/2004 | Present |
| Nylife Securities Llc | Brooklyn | NY | 03/2001 | Present |
NAME: JOHN BRUDERMAN III INVESTMENT RELATED: NO ADDRESS: 390 BERRY ST. 4TH FLOOR, BROOKLYN, NY 11211 NATURE: INSURANCE BROKERAGE POSITION/TITLE/RELATIONSHIP: INSURANCE BROKERAGE (APPOINTED WITH OUTSIDE CARRIERS FOR LIFE, HEALTH, DISABILITY PRODUCTS) START DATE: 2001 HOURS DEVOTED: 0 (NOT DOING ANY BUSINESS) HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: INSURANCE BROKERAGE (APPOINTED WITH OUTSIDE CARRIERS FOR LIFE, HEALTH, DISABILITY PRODUCTS) INVESTMENT ADVISOR AFFILIATED WITH EAGLE STRATEGIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-21 |
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