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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-03-14 |
Branch Locations
1700 S Pavilion Center Dr Suite 450, Las Vegas, NV 89135-1864 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Creve Coeur | MO | 08/2022 | Present |
| Nylife Securities Llc | Creve Coeur | MO | 09/2022 | Present |
| Unlv | Las Vegas | NV | 02/2020 | 03/2022 |
| Adelson Educational Campus | Las Vegas | NV | 03/2022 | 06/2022 |
| Unt | Denton | TX | 06/2018 | 02/2020 |
| Boise State University Student | Boise | ID | 08/2012 | 05/2018 |
| Eagle Strategies Llc | San Antonio | TX | 03/2024 | Present |
| Minted. Financial And Insurance Solutions Llc | Las Vegas | NV | 01/2025 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products.; 1700 S Pavillion Center Dr. Ste 450, Las Vegas, NV, 89135; Start Date 07/2024; Role/Title: Owner; Investment Related; 20 hours per month; 20 hours per month during securities trading hours] [1Hundred Days (A Journal); A self help journal with 1Hundred Challenges that help the reader change their mindset, push their body and get out of their comfort zone. ; 502 La Nain Ln Henderson NV 89012; Start Date 06/2024; Role/Title: Owner; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; author] [OPERATING UNDER THE DBA NAME OF MINTED FINANCIAL AND INSURANCE SOLUTIONS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (OWNER); (LAS VEGAS, NV); START DATE: 01/2025]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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