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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-08 |
| TX | RA | APPROVED | 2023-12-20 |
Branch Locations
2000 S Colorado Blvd Tower 2 Suite 1100, Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Labatt Food Service | San Antonio | TX | 11/2017 | 08/2022 |
| Unemployed | San Antonio | TX | 06/2017 | 11/2017 |
| European Space Policy Institute | Vienna | 01/2017 | 06/2017 | |
| Unemployed | San Antonio | TX | 08/2016 | 12/2016 |
| Unemployed | Austin | TX | 09/2022 | 09/2022 |
| New York Life Insurance Company | San Antonio | TX | 10/2022 | Present |
| Nylife Securities Llc To Present. | San Antonio | TX | 12/2022 | Present |
| Eagle Strategies Llc | San Antonio | TX | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-03 |
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