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Tara Lynne Wray

Eagle Strategies LLC

Greenville, SC

CRD 5866342

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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

AuthorityCategoryStatusDate
SC RA APPROVED 2023-06-14
  • SC RA
    APPROVED
    Since 2023-06-14

Branch Locations

300 Executive Center Drive Suite 200, Greenville, SC 29615 • 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
OrganizationCityStateFromTo
New York Life Insurance Company Rye NY 11/2010 Present
Nylife Securities Llc New York NY 12/2011 Present
Eagle Strategies Llc Greenville SC 06/2023 Present
Eagle Strategies Llc Greenville SC 06/2023 Present
  • 11/2010 → Present
    New York Life Insurance Company
    Rye, NY
  • 12/2011 → Present
    Nylife Securities Llc
    New York, NY
  • 06/2023 → Present
    Eagle Strategies Llc
    Greenville, SC
  • 06/2023 → Present
    Eagle Strategies Llc
    Greenville, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-12
S63 Uniform Securities Agent State Law Examination 2013-07-17
  • S66 Uniform Combined State Law Examination
    2023-06-12
  • S63 Uniform Securities Agent State Law Examination
    2013-07-17
Other Names
  • Tara Allen

View on SEC IAPD

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