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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 | 2022-09-19 |
| OH | RA | APPROVED | 2022-08-05 |
Branch Locations
117 West Wyanot Avenue, Upper Sandusky, OH 43351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Upper Sandusky | OH | 09/2021 | Present |
| Baker Financial Group | Upper Sandusky | OH | 09/2021 | Present |
| Century 21 Bolte Real Estate | Tiffin | OH | 01/2021 | 12/2021 |
| Unemployed | Tiffin | OH | 08/2020 | 12/2020 |
| Nationwide Insurance | Columbus | OH | 04/2018 | 07/2020 |
| Mt Vernon Nazarene University | Mt Vernon | OH | 08/2014 | 04/2018 |
| Eagle Engineered Solutions | Mt Vernon | OH | 05/2016 | 04/2018 |
| Eagle Strategies Llc | Upper Sandusky | OH | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-04 |
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