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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 | 2026-07-07 |
Branch Locations
2500 Citywest Blvd Suite 750, Houston, TX 77042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Houston | TX | 09/2014 | Present |
| Nylife Securities Llc | Houston | TX | 07/2017 | Present |
| Eagle Strategies Llc | Houston | TX | 07/2026 | Present |
[La'taste - Vietnamese Restaurant; Pelham city, Alabama; investor; non investment related; 0 hours per month; passive investor; start date 05/2016] [Rental property; Rent out my property; 12034 Tanager St, Houston, TX 77072; Start Date 12/2021; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent][FUNDRISE Growth eREIT VII, LLC; invest into Fundrise investment platform; 11 Dupont Circle NW, 9th Floor Washington, DC 20036; Start Date 03/2024; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-10 |
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