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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 | 2025-09-26 |
| VA | RA | APPROVED | 2024-07-18 |
| NY | RA | APPROVED | 2024-06-27 |
Branch Locations
One World Trade Center 285 Fulton Street 39Th Fl, New York, NY 10007-0166 • United States
6805 Kenfig Drive, Falls Church, VA 22042 • 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Bellevue | WA | 01/2017 | Present |
| New York Life Insurance | Bellevue | NY | 07/2008 | Present |
| Oxus Wealth Strategies, Llc | Bellevue | WA | 06/2018 | Present |
| Eagle Strategies Llc | New York | NY | 06/2024 | Present |
[OPERATING UNDER THE DBA NAME OF OXUS WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; OWNER; BELLEVUE, WA; START DATE: 06/2018] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 120 Broadway New York NY 10271; Start Date 01/2022; Role/Title: Owner; Investment Related; 5 hours per month; 5 hours per month during securities trading hours][Cactuz Podcast ; interview guests about their personal journey in life, their experiences and lessons they learned that they may think beneficial to share with others. ; 3244 Blundell Rd Falls Church VA 22042; Start Date 10/2023; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-22 |
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