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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 |
|---|---|---|---|
| CT | RA | APPROVED | 2024-01-08 |
| NY | RA | APPROVED | 2024-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | New York | NY | 03/2010 | Present |
| New York Life Insurance Company | New York | NY | 07/2009 | Present |
| Eagle Strategies Llc | New York | NY | 10/2011 | Present |
INVESTMENT ADVISOR AFFILATED WITH EAGLE STRATEGIES LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-12 |
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