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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 | 2022-07-27 |
Branch Locations
51 Madison Ave. Room 713, New York, NY 10010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Paramus | NJ | 12/2015 | 11/2016 |
| Cassa Wealth Management, P.C. | Paramus | NJ | 11/2016 | 10/2018 |
| New York Life Insurance Co. | New York | NY | 10/2018 | 03/2022 |
| Nylife Securities Llc | New York | NY | 11/2018 | 03/2022 |
| Eagle Strategies Llc | New York | NY | 11/2018 | 03/2022 |
| Citigroup Global Markets Inc. | New York | NY | 03/2022 | 06/2022 |
| New York Life Insurance Co. | New York | NY | 06/2022 | Present |
| Nylife Securities Llc | New York | NY | 07/2022 | Present |
| Eagle Strategies Llc | New York | NY | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-27 |
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