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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 | 2023-09-15 |
| NJ | RA | APPROVED | 2003-09-23 |
Branch Locations
Long Valley, NJ • United States
32 Collis Lane Suite B, Chester, NJ 07930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Saddle Brook | NJ | 07/1997 | Present |
| Nylife Securities Inc. | Saddle Brook | NJ | 07/1997 | Present |
| Eagle Strategies Corp | Saddle Brook | NJ | 09/1997 | Present |
| Riebling Wealth Strategies, Llc | Long Valley | NJ | 11/2015 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; INSURANCE BROKER; INVESTMENT RELATED; START DATE 12/02] [OPERATING UNDER THE DBA NAME OF RIEBLING WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; LONG VALLEY, NJ ; START DATE: 11/2015] [Mountain Laurel Spirits, LLC; Distills, Ages, Bottles and Sells Rye Whisky; 925 Canal St. Bristol PA 19007; Start Date 01/2016; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company Inc; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave New York New York 10010; Start Date 10/2007; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-09 |
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