Susan Leslie Green

Eagle Strategies LLC

CRD 1217126

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Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Periodicals / newsletters
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-04-04
NY	RA	APPROVED	2021-08-03

FL RA
APPROVED

Since 2023-04-04
NY RA
APPROVED

Since 2021-08-03

Branch Locations

Ft Pierce, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New York Life Insurance Company	White Plains	NY	08/2015	Present
Nylife Securities Llc	White Plains	NY	09/2015	Present
Eagle Strategies Llc	White Plains	NY	04/2018	Present

08/2015 → Present

New York Life Insurance Company

White Plains, NY
09/2015 → Present

Nylife Securities Llc

White Plains, NY
04/2018 → Present

Eagle Strategies Llc

White Plains, NY

Previous Registrations

2003-12-18 → 2006-04-04

Ifmg Securities, Inc.

Purchase, NY

Purchase, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-03-27
S65	Uniform Investment Adviser Law Examination	1996-05-31
S63	Uniform Securities Agent State Law Examination	1984-12-04

S66 Uniform Combined State Law Examination

2018-03-27
S65 Uniform Investment Adviser Law Examination

1996-05-31
S63 Uniform Securities Agent State Law Examination

1984-12-04

View on SEC IAPD

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