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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-22 |
| NY | RA | APPROVED | 2022-01-25 |
Branch Locations
1 World Trade Center 39Th Floor, New York, NY 10007-0090 • United States
Bronx, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | New York | NY | 04/2014 | Present |
| New York Life Insurance Company | New York | NY | 06/2013 | Present |
| Elle Financial Strategies | New York | NY | 12/2020 | Present |
| Eagle Strategies Llc | New York | NY | 01/2022 | Present |
| The Firm Financial Group, Llc | New York | NY | 10/2025 | Present |
[[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; 120 Broadway Suite 2900, New York, NY 10271; Start Date 11/2017; Role/Title: Insurance Broker; 5 hours per month; 5 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF ELLE FINANCIAL STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEW YORK, NY; START DATE: 12/2020] [Boss Lady; Networking group to connect professional women to each other. Educational seminars, not finance related. Networking events. Pop up shops so women can exhibit their businesses; 3764 Bronx Blvd, Bronx, NY 10467; Start Date 03/2020; Role/Title: organizer/founder; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours;organizing networking events. Make promotional materials] [OPERATING UNDER THE DBA NAME OF The Firm 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; NEW YORK, NY; START DATE: 10/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-30 |
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