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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-23 |
| NY | RA | APPROVED | 2021-08-04 |
Branch Locations
420 Lexington Avenue 14Th & 15Th Floor, New York, NY 10170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. Co. | New York | NY | 03/1996 | Present |
| Nylife Securities Inc. | Waltham | MA | 03/1996 | Present |
| Eagle Strategies Llc | New York | NY | 09/2009 | Present |
INVESTMENT ADVISOR AFFILIATED EAGLE STRATEGIES [RIVERSIDE COMPANY; 2000 RIVERSIDE CAPITAL APPRECIATION FUND; INVESTOR]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-11 |
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