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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
| VA | RA | APPROVED | 2024-01-19 |
Branch Locations
6905 Rockledge Drive Suite 900, Bethesda, MD 20817 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Charlotte | NC | 05/2016 | Present |
| Nylife Securities Llc | Charlotte | NC | 10/2016 | Present |
| Eagle Strategies Llc | Bethesda | MD | 03/2022 | Present |
[Potomac School; Quarterback coach - Football. I will be coaching the quarterbacks at the Potomac School; 1301 Potomac School Road, McLean, VA 22101; Start Date 08/2022; Role/Title: Educator/Instructor; Not Investment Related; 40 hours per month; 15 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-11 |
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