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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED_RES | 2024-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Arvada | CO | 02/2014 | Present |
| Nylife Securities Llc | Arvada | CO | 03/2014 | Present |
| Eagle Strategies, Llc | Denver | CO | 01/2018 | Present |
| Five Peaks Capital Group Llc | Denver | CO | 07/2021 | Present |
[OPERATING UNDER THE DBA NAME OF FIVE PEAKS CAPITAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; DENVER, CO; START DATE: 07/2021]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-18 |
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