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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 | 2018-02-15 |
Branch Locations
2600 Network Blvd Suite 130, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Dallas | TX | 07/2014 | Present |
| New York Life Insurance Co | Dallas | TX | 03/2014 | Present |
| Inspired Wealth Solutions, Llc | Frisco | TX | 11/2017 | 05/2026 |
| Eagle Strategies Llc | Frisco | TX | 02/2018 | Present |
[ BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; FRISCO, TX; START DATE: 11/2017]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-11 |
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