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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2001-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | St Louis | MO | 07/1982 | Present |
| Nylife Securities Inc. | St. Louis | MO | 04/1983 | Present |
| Marco Financial, Llc | St. Louis | MO | 08/2010 | 01/2026 |
| Eagle Strategies Llc | Creve Coeur | MO | 05/2006 | Present |
[KETC - Public TV; 1750 S. Brentwood Blvd, #851, St Louis, MO 63144; Start Date: 05/2005; Role/Title: Chair Person; Not investment related; 3 hours per month] [Java Jived; singer in an accapella vocal jazz group; 34 Algonquin Wood Pl St Louis MO 63122; Start Date 01/2017; Role/Title: Singer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [St Louis Symphony Legacy Advisory Committee; Attend committee meetings, answer questions about planned giving.; 718 N. Grand Blvd St louis MO 63103; Start Date 06/2021; Role/Title: Volunteer; Investment Related; 2 hours per month; 1 hours per month during securities trading hours] [St Louis Ballroom Dancers; President of an non-profit group that promotes Ballroom Dancing in St Louis.; 34 Algonquin Wood Pl St Louis, MO 63122; Start Date 10/2021; Role/Title: Officer; Not Investment Related; 3 hours per month; 1 hours per month during securities trading hours; teach classes] [First Congregational Church of Webster Groves - Facilities and Finance Committee; This all volunteer committee makes recommendation to the Executive Committee for improvements to the church's building and property. They also look for tenants to rent space within the church. Committee member of the Facilities and Finance Committee ; 10 W. Lockwood Ave Webster Groves MO 63119; Start Date 03/2023; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Insurance Brokering ; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 34 Algonquin Wood St louis MO 63122; Start Date 01/2025; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 10 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-23 |
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