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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2025-08-12 |
Branch Locations
2000 S Colorado Blvd Tower 2 Suite 1100, Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Westminster | CO | 03/2013 | 11/2016 |
| Wells Farg Bank Na | Westminster | CO | 06/2008 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Westminster | CO | 11/2016 | 10/2024 |
| Nylife Securities, Llc | Denver | CO | 07/2025 | Present |
| New York Life Insurance Company | Denver | CO | 06/2025 | Present |
| Unemployed | Brighton | CO | 10/2024 | 07/2025 |
| Eagle Strategies Llc | Denver | CO | 08/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2000 S Colorado Blvd, Tower 2 #1100. Denver CO 80222; Start Date: 07/2025; Role/Title: Insurance Broker; Investment related; 77 hours per month; 77 hours per month during securities trading hours; Broker non-NYL products] [Westminster Presbyterian Church; Preaching. I am asked to preach sermons and lead worship 2-4 times a year; 3990 W. 74th Ave Westminster CO 80030; Start Date: 05/2014; Role/Title: Member; Not investment related; 2 hours per month; 0 hours per month during securities trading hours; When asked I would write the sermon, write the prayers that will be used and lead the worship service.][Presbytery of Denver Committee; fiduciary and stewardship committee which helps churches with financial trouble, emergency grants or budget; 4800 Happy Canyon Rd #140, Denver, CO 80237; Start Date 02/2026; Role/Title: Volunteer; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-07 |
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