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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 |
|---|---|---|---|
| AR | RA | APPROVED | 2025-12-15 |
| TX | RA | APPROVED | 2021-06-23 |
Branch Locations
13501 Chenal Parkway Suite 200, Little Rock, AR 72211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Little Rock | AR | 06/2013 | Present |
| Nylife Securities Llc | Little Rock | AR | 11/2013 | Present |
| Verser Financial Group, Llc | North Little Rock | AR | 03/2017 | Present |
| Eagle Strategies Llc | North Little Rock | AR | 03/2020 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 5808 Greenhurst Dr. North Little Rock, AR 72116; Start Date 02/2017; Role/Title: Insurance Broker; Investment Related; 40 hours per month; 30 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF VERSER FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NORTH LITTLE ROCK, AR; START DATE: 03/2017] [The ASA Group; Brokering DI policies through the "DI Group", which is a disability brokerage firm; 993 Lawler Skokie, IL 60077 Suite 140; Start Date 11/2017; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours][Linwood Point Hunting Club, LLC; Partial owner of a hunting club in Arkansas; Lake Village, Arkansas 71653; Start Date 01/2025; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Estate Planning Council of Arkansas ; Member of the board for this group of estate planning professionals in Arkansas, including CPAs, attorneys, trust officers, and financial services professionals. ; PO Box 7366 · Little Rock, AR 72207; Start Date 04/2026; Role/Title: Board Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-20 |
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