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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2020-04-14 |
Branch Locations
4500 Metropolis Drive Suite 1137, Glen Allen, VA 23060 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Glen Allen | VA | 01/2006 | Present |
| Nylife Securities, Llc | Glen Allen | VA | 03/2007 | Present |
| Eagle Strategies Llc | Glen Allen | VA | 04/2020 | Present |
[INSURANCE BROKERING; SOLICITING AND SELLING INSURANCE PRODUCTS; 4435 WATERFRONT DRIVE, SUITE 400. GLEN ALLEN, VA 23060; START DATE 01/2014; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 5 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Coach; Volunteer; Head Coach of Kanawha Football Organization]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-11 |
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