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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-09 |
Branch Locations
1 World Trade Center 39Th Floor, New York, NY 10007-0090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investments Services, Llc | New York | NY | 06/2015 | 03/2018 |
| Captial One Advisors, Llc | New York | NY | 06/2015 | 03/2018 |
| Jp Morgan Chase Bank, N.A. | Brooklyn | NY | 03/2018 | 09/2021 |
| Jp Morgan Securities, Llc | Brooklyn | NY | 03/2018 | 09/2021 |
| Santander Bank, Na | Boston | MA | 09/2021 | 08/2022 |
| Santander Securities, Llc | Dorchester | MA | 09/2021 | 08/2022 |
| New York Life Insurance Company | New York | NY | 10/2022 | Present |
| Nylife Securities Llc | New York | NY | 10/2022 | Present |
| Eagle Strategies Llc | New York | NY | 11/2022 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 120 Broadway 29FL New York, NY 10271; start 09/2022; Commissions; 4 hours per month, 4 hours during securities trading hours; Insurance Related] [Dynamico Business Referral Club; Purpose of Business Referral Club is to increase member's new lead and prospect connections with a structured, positive, professional referral program that creates long-term, meaningful relationships with quality business professionals; 447 Sutter Street, 3rd Floor San Francisco, CA 94108; Start Date 12/2023; Role/Title: Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; I organize member meetings for new york based members][National LGBT Chamber of Commerce New York (nglccNY) ; transformational networking and educational opportunities that increase the financial, intellectual, and social capital of the LGBTQ+ business community.; 340 W. 42nd St #841, New York, NY 10108; Start Date 06/2024; Role/Title: Volunteer; Not Investment Related; 6 hours per month; 3 hours per month during securities trading hours; member outreach]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-07 |
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