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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-21 |
Branch Locations
250 Pehle Ave Ste 900, Saddle Brook, NJ 07663 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Saddle Brook | NJ | 10/2023 | Present |
| Chelsea Lighting | New York City | NY | 05/2016 | 10/2023 |
| Nylife Securities Llc | Saddle Brook | NJ | 01/2024 | Present |
| Eagle Strategies Llc | Saddle Brook | NJ | 01/2025 | Present |
[BNI - Integrity; Closed networking group; 8240 Ballantyne Commons Pkwy PO Box #49248 Charlotte, NC 28277; Start Date 05/2026; Role/Title: President; Not Investment Related; 10 hours per month; 8 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-16 |
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