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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-19 |
Branch Locations
Tidelands Bank Building 1312 Professional Drive Suite 200, Myrtle Beach, SC 29577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Myrtle Beach | SC | 10/2021 | Present |
| Global Medical Response | Mullins | SC | 03/2020 | 10/2021 |
| Vidant Healthcare | Greenville | NC | 09/2018 | 03/2020 |
| Grand Strand Medical Center | Myrtle Beach | SC | 01/2016 | 09/2021 |
| City Of Myrtle Beach Fire Department | Myrtle Beach | SC | 02/2009 | 07/2017 |
| Nylife Securities Llc | Myrtle Beach | SC | 02/2022 | Present |
| American Military University | Charles Towne | WV | 07/2019 | Present |
| Grand Strand Medical Center | Myrtle Beach | SC | 03/2022 | Present |
| Eagle Strategies Llc | Myrtle Beach | SC | 01/2024 | Present |
[Grand Strand Medical Center; Healthcare; 809 82nd Parkway Myrtle Beach, S.C. 29577; start 03/2022; wages; 24 hours per month, 0 during securities trading hours; licensed Respiratory Therapist; non-investment related] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS and through United Healthcare; 1312 Professional Dr., Suite 200 Myrtle Beach SC 29577; Start Date 02/2024; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [National Health Insurance Company; health insurance sales ; 1312 Professional Dr., Suite 200 Myrtle Beach SC 29577; Start Date 02/2024; Role/Title: Independent Contractor; Investment Related; 2 hours per month; 2 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-10 |
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