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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_RES | 2021-02-05 |
| NC | RA | APPROVED | 2013-04-19 |
Branch Locations
10590 Independence Pointe Parkway Suite 100, Matthews, NC 28105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Charlotte | NC | 08/2010 | Present |
| New York Life Insurance Company | Charlotte | NC | 08/2010 | Present |
| Pmb Financial | Charlotte | NC | 03/2012 | 11/2025 |
| Eagle Strategies Llc | Charlotte | NC | 04/2013 | Present |
| Parker Financial Group, Llc | Matthews | NC | 04/2016 | Present |
| Parker Financial And Insurance Solutions | Matthews | NC | 12/2023 | Present |
[BROKER] [OPERATING UNDER THE DBA NAME OF PARKER FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MATTHEWS, NC 28210; START DATE: 04/2016] [OPERATING UNDER THE DBA NAME OF PARKER FINANCIAL AND INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (MATTHEWS, NC); START DATE: 12/2023]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-07 |
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