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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2021-07-30 |
Branch Locations
100 North Street Suite 220, Pittsfield, MA 01201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 10/2008 | Present |
| Nylife Securities Llc | Waltham | MA | 10/2008 | Present |
| Eagle Strategies Llc | Pittsfield | MA | 07/2021 | Present |
| Fairway Group, Llc | Pittsfield | MA | 05/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products] [Airbnb; Renting out my primary residence to other individuals through the airbnb website.; 869 Sandmill Road Cheshire, MA 01225; Start Date 10/2013; Role/Title: home owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [rental property; rental property with Shaun Klammer; 206 Ash St. Manchester, NH 03104; Start Date 12/2016; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF FAIRWAY GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (PITTSFIELD, MA); START DATE: 05/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-10 |
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