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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-09 |
| TX | RA | APPROVED | 2021-06-23 |
Branch Locations
2000 S Colorado Blvd. Tower 2, Suite 1100, Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals | San Antonio | TX | 02/2013 | 11/2016 |
| Nylfie Securities, Llc | Denver | CO | 06/2017 | Present |
| New York Life Insurance Co | Denver | CO | 03/2017 | Present |
| Unemployed | Littleton | CO | 12/2016 | 03/2017 |
| Eagle Strategies Llc | Denver | CO | 09/2020 | Present |
| Momentum Capital Group Llc | Denver | CO | 11/2020 | Present |
[Insurance Brokering; SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3200 CHERRY CREEK DR S #700 DENVER, CO 80209; Start Date 09/2020; Role/Title: Employee; Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF MOMENTUM CAPITAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; DENVER, CO; START DATE: 11/2020]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-22 |
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