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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 | 2024-07-23 |
Branch Locations
3200 Southwest Freeway Suite 1900, Houston, TX 77027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Houston | TX | 10/2018 | Present |
| Southern Careers Institute | Austin | TX | 08/2018 | 10/2018 |
| Universal Technical Institute | Houston | TX | 05/2006 | 08/2018 |
| Nylife Securities Llc | Houston | TX | 04/2022 | Present |
| Eagle Strategies Llc | Houston | TX | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-21 |
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