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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon | Uniondale | NY | 03/2011 | 03/2018 |
| Unemployed | Valley Stream | NY | 11/2018 | 12/2018 |
| Bank Of America Merrill | West Hempstead | NY | 12/2018 | 09/2020 |
| Unemployed | Valley Stream | NY | 10/2020 | 12/2020 |
| William Lee Richardson | New York | NY | 01/2021 | 03/2021 |
| Matthew C Leopold | New York | NY | 01/2021 | 03/2021 |
| William Richardson | New York | NY | 04/2021 | 04/2023 |
| Matthew Leopold | New York | NY | 04/2021 | 04/2023 |
| Northwestern Mutual Investment Services Llc | New York | NY | 04/2021 | 04/2023 |
| Jp Morgan Chase | South Valley Stream | NY | 05/2018 | 11/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2021 | 04/2023 |
| Spencer A Cohen | New York | NY | 11/2022 | 04/2023 |
| M Holdings Securities, Inc. | Portland | OR | 08/2023 | 06/2025 |
| Unemployed | Valley Stream | NY | 04/2023 | 08/2023 |
| New York Life Insurance Company | Ny | NY | 08/2025 | Present |
| Nylife Securities Llc | New York | NY | 09/2025 | Present |
| Eagle Strategies Llc | Valley Stream | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-24 |
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