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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-09 |
Branch Locations
5805 Waterford District Drive Suite 310, Miami, FL 33126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Sunrise | FL | 06/2014 | Present |
| New York Life Insurance Company | Sunrise | FL | 08/2013 | Present |
| Eagle Strategies Llc | Miami | FL | 07/2024 | Present |
[Wire Up Technology Corp.; Optic fiber and network installation.; 11520 NW 82nd Terrace, Miami Fl 33178; Start Date 05/2024; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; passive investor][ANGEL STUDIOS, INC; Passive Investor; 11520 NW 82nd Terrace, 33178; Start Date 09/2025; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; tv series and movie production]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-21 |
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