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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-06-02 |
| NJ | RA | APPROVED | 2025-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 05/2006 | 07/2017 |
| Td Ameritrade | New York | NY | 09/2017 | 01/2021 |
| E*Trade Securities Llc | Jersey City | NJ | 03/2021 | 01/2024 |
| E*Trade Capital Management Llc | Jersey City | NJ | 03/2021 | 01/2024 |
| Morgan Stanley | Jersey City | NJ | 03/2023 | 01/2024 |
| Morgan Stanley | Jersey City | NJ | 09/2023 | 01/2024 |
| Morgan Stanley | Jersey City | NJ | 09/2023 | 01/2024 |
| New York Life Company | New York | NY | 02/2025 | Present |
| Unemployed | Perth Amboy | NJ | 01/2024 | 02/2025 |
| Nylife Securities Llc | New York | NY | 03/2025 | Present |
| Eagle Strategies Llc | Perth Amboy | NJ | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-14 |
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