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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 | 2025-09-30 |
| NY | RA | APPROVED | 2024-10-02 |
Branch Locations
One World Trade Center, 285 Fulton Street, 39Th Fl 39Th Floor, New York, NY 10007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Churchill Credit Solutions | New York | NY | 01/2011 | 12/2021 |
| New York Life Insurance Company | New York | NY | 10/2022 | Present |
| Unemployed | New York | NY | 01/2022 | 10/2022 |
| Nylife Securities Llc | New York | NY | 11/2022 | Present |
| Eagle Strategies Llc | New York | NY | 10/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 4135 North Front Street Harrisburg, PA 17110; Start Date 03/2025; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-19 |
| S66 | Uniform Combined State Law Examination | 2006-08-17 |
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