Best Investors
Account
Sign in
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 | 2026-01-29 |
| FL | RA | APPROVED | 2025-01-02 |
Branch Locations
2500 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 08/2022 | 07/2023 |
| City Of Delray Beach | Delray Beach | FL | 05/2021 | 08/2021 |
| Wayfare Energy, Aho Solar | Altamonte Springs | FL | 02/2020 | 03/2020 |
| Eisha Enterprises Inc | Boynton Beach | FL | 08/2014 | 02/2021 |
| T-Mobile Ag Wireless | Royal Palm Beach | FL | 09/2017 | 12/2018 |
| John I Leonard High School | Greenacres | FL | 03/2014 | 07/2017 |
| Palm Beach State College | Lake Worth | FL | 08/2017 | 05/2019 |
| University Of Central Florida | Orlando | FL | 08/2019 | 05/2022 |
| Unemployed | Orlando | FL | 06/2022 | 08/2022 |
| Uber | West Palm Beach | FL | 12/2018 | Present |
| Lyft | West Palm Beach | FL | 12/2018 | Present |
| The Bridge Group | Boca Raton | FL | 09/2023 | Present |
| Nylife Securities Llc | Boca Raton | FL | 05/2024 | Present |
| Eagle Strategies Llc | Boca Rato | FL | 12/2024 | Present |
[OPERATING UNDER THE DBA NAME OF The Bridge Group, Inc FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE] [Zenithal LLC; offering a diverse range of online retail products, including clothing, jewelry, and miscellaneous items (excluding alcohol and tobacco). We also engage in content creation and photography.; 7901 4th St N STE 300 St. Petersburg, FL, 33702; Start Date 01/2025; Role/Title: Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours] [Uber Technologies Inc; Provision of on-demand transportation and delivery services through the Uber and Uber Eats platforms as an independent contractor.; 1515 3rd Street, San Francisco, CA, 94158; Start Date 01/2018; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours] [Lyft, Inc; Provision of on-demand passenger transportation services through the Lyft rideshare platform as an independent contractor.; 185 Berry St., Suite 400, San Francisco, CA , 94107; Start Date 01/2018; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-30 |
Reach out to this advisor