Best Investors
Account
Sign in
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED_RES | 2021-10-15 |
Branch Locations
2500 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
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 | Fort Lauderdale | FL | 10/2000 | Present |
| The Bridge Group, Inc. | Boca Raton | FL | 08/2015 | Present |
| Mahoney Financial Organization, Llc | Boca Raton | FL | 12/2019 | 08/2025 |
| Nylife Securities Llc | Fort Lauderdale | FL | 11/2000 | Present |
| Eagle Strategies Llc | Fort Lauderdale | FL | 12/2001 | Present |
[OPERATING UNDER THE DBA NAME OF THE BRIDGE GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; BOCA RATON, FL] [NYLARC Holding Co.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue New York, N.Y. 10010; Start Date 10/2010; Role/Title: Shareholder; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company Inc.; Agent reinsurance company - NYL ; 51 Madison Avenue New York, NY 10010; Start Date 11/2022; Role/Title: Board Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; Attend meetings][The ARC of Palm Beach County ; Arc of Palm Beach County. Provides support and training for adults and children with developmental disabilities. ; 1201 Australian Avenue, Riviera Beach, FL 33404; Start Date 04/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours][Saint Andrews Dad's Club; We are dads of children at the school. The nature of the board is to bring school awareness to the dads and networking opportunities; 3900 Jog Rd, Boca Raton, FL 33434; Start Date 09/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; Golf and tennis committee member]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-24 |
Reach out to this advisor