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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-20 |
Branch Locations
6200 Bridgepoint Parkway Ste 300, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Dallas | TX | 10/2002 | Present |
| Nylife Securities Inc | Dallas | TX | 10/2002 | Present |
| Eagle Strategies Llc | Oklahoma City | OK | 03/2011 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-06 |
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