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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 | 2011-02-18 |
Branch Locations
6200 Bridge Point Parkway Suite 300 Bld 4, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Austin | TX | 03/2006 | Present |
| Nylife Securities | Austin | TX | 06/2006 | Present |
| Eagle Stategies Llc | Austin | TX | 02/2011 | Present |
| Daylight Wealth | Austin | TX | 12/2011 | 07/2017 |
| Wes Young & Associates | Austin | TX | 06/2015 | Present |
| Silas Parker & Associates Llc | Austin | TX | 07/2017 | Present |
| Mahoney Financial Organization, Llc | Austin | TX | 05/2019 | 10/2019 |
| Savagen Strategy | Austin | TX | 05/2026 | Present |
[PLAY THE BASS GUITAR FOR HOBBY; TIPS; 2 - 5 HOURS A MONTH; NON-INVESTMENT RELATED; START DATE 11/2009] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTEMENT RELATED; 5 HOURS A MONTH] [OPERATING UNDER THE DBA NAME OF WES YOUNG & ASSOCIATES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; AUSTIN, TX; START DATE: 06/2015] [West Austin Youth Association; Volunteer coaching at West Austin Youth Association. I will serve as a volunteer coach at West Austin Youth Association. We will coach children's sports activities; Soccer, Football, Baseball, Basketball, etc...; 1314 Exposition Blvd Austin, TX 78703; Start Date 09/2016; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SILAS PARKER & ASSOCIATES LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; AUSTIN, TX; START DATE: 07/2017] [Synergistic Planning Association; This association is a networking organization for professionals.; 4407 Bee Caves Rd West Lake Hills TX 78746; Start Date 07/2021; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours;I will serve on the board, provide leadership, attend meetings, network with other professionals, and build relationships.] [Rine & Shine Eggs; My 11 year old son and I will care for chickens in the back yard and he will sell the eggs at the local farmer's market.; 2708 Enfield Road Austin Texas 78703; Start Date 08/2021; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Man of the Forest Media; Taking pictures of nature, film editing, writing, and podcast to motivate people to a place of a better well-being through nature.; 2708 Enfield Road Austin TX 78703; Start Date 10/2021; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [Cabin Rental; I acquired an old family property and built a cabin on it that I may occasionally rent as a short-term rental.; 841 Delta Road Dennard AR 72629; Start Date 04/2023; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Composer / Musician / Artist ; I compose and record music that may be streamed online, potentially generate royalties; for potential music royalties. ; 2708 Enfield Road Austin TX 78703; Start Date 06/2024; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF SAVAGEN STRATEGY FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (AUSTIN, TX); START DATE: 05/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-03 |
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