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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-01 |
| TX | RA | APPROVED | 2026-06-01 |
Branch Locations
2650 Industrial Parkway Suite 200, Santa Maria, CA 93455 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Strategies Llc | Santa Maria | CA | 06/2026 | Present |
| Central Coast Visionary | Santa Maria | CA | 02/2022 | Present |
| First Christian Church | Santa Maria | CA | 12/2021 | 11/2025 |
| Coasthills Credit Union | Santa Maria | CA | 10/2019 | 01/2022 |
| Certain Sparks Music | Lompoc | CA | 08/2019 | 11/2025 |
| San Marcos Christian Camp | Santa Barbara | CA | 05/2019 | 08/2019 |
| Starbucks Coffee Co. | Lompoc | CA | 04/2017 | 05/2019 |
| Allan Hancock College | Santa Maria | CA | 08/2016 | 05/2020 |
| Nylife Securities Llc | Santa Maria | CA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-03 |
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