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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2021-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Reno | NV | 03/2009 | Present |
| Nylife Securities Llc | Reno | NV | 11/2011 | Present |
| Eagle Strategies Llc | Reno | NV | 12/2019 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered insurance products; 245 E. Liberty St., Ste 205 Reno, NV 89501; Start Date 04/2018; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 5 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-01 |
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