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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 | 2021-08-03 |
| NJ | RA | APPROVED | 2017-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Flushing | NY | 09/2013 | Present |
| New York Life Insurance Company | Flushing | NY | 06/2013 | Present |
| Eagle Strategies Llc | Flushing | NY | 03/2017 | Present |
[Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 3625 union street unit 2F flushing ny 11354; Start Date 11/2016; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [P&C Brokering; 14209 Barclay Ave 3k Flushing, NY 11355; Start Date 10/2017; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-01 |
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