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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2024-02-21 |
Branch Locations
500 West Madison Street Suite 1725, Chicago, IL 60661 • United States
Cicero, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Deerfield | IL | 02/2011 | Present |
| New York Life Insurance Company | Deerfield | IL | 05/2009 | Present |
| Mastermind Wealth Strategies Llc | Chicago | IL | 02/2021 | Present |
| Eagle Strategies Llc | Chicago | IL | 02/2024 | Present |
[APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; START DATE 03/2013] [OPERATING UNDER THE DBA NAME OF WEALTH MANAGEMENT OF CHICAGO LLC D/B/A MASTERMIND WEALTH STRATEGIES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CHICAGO, IL; START DATE: 02/2021]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-14 |
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