Qiaoping Ren

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-09-06

NY RA
APPROVED

Since 2024-09-06

Branch Locations

6405 7Th Ave 1St Floor, Brooklyn, NY 11220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Nylife Securities Llc	Melville	NY	10/2012	Present
New York Life Insurance Company	Melville	NY	06/2010	Present
Eagle Strategies Llc	Brooklyn	NY	09/2024	Present

10/2012 → Present

Nylife Securities Llc

Melville, NY
06/2010 → Present

New York Life Insurance Company

Melville, NY
09/2024 → Present

Eagle Strategies Llc

Brooklyn, NY

Other Businesses

[SUNRISE REALTY 88 LLC; COMMERCIAL REAL ESTATE; 6708 5AVE BROOKLYN NY 11220; START DATE 08/2013; ROLE/TITLE: PARTNER; INVESTMENT RELATED; 3 HOURS PER MONTH; 3 HOURS PER MONTH DURING SECURITIES TRADING HOURS]

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-08-31
S63	Uniform Securities Agent State Law Examination	2013-06-29

S65 Uniform Investment Adviser Law Examination

2024-08-31
S63 Uniform Securities Agent State Law Examination

2013-06-29

View on SEC IAPD

Employer firm

Current Employers

Eagle Strategies Llc

Disclosures

Employment History

Other Businesses

Exams

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