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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

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-18
  • NY RA
    APPROVED
    Since 2025-09-18

Branch Locations

Hicksville, NY • United States

44 South Broadway, White Plains, NY 10601 • 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
OrganizationCityStateFromTo
New York Life Insurance Company New York NY 07/2016 01/2018
Nylife Securities Llc New York NY 07/2016 01/2018
Nylife Securities Llc Tampa FL 08/2018 Present
New York Life Insurance Company Tampa FL 05/2018 Present
University Of Florida Tampa FL 01/2018 05/2018
Eagle Strategies Llc White Plains NY 09/2025 Present
Cvs East Meadow NY 08/2009 07/2016
  • 07/2016 → 01/2018
    New York Life Insurance Company
    New York, NY
  • 07/2016 → 01/2018
    Nylife Securities Llc
    New York, NY
  • 08/2018 → Present
    Nylife Securities Llc
    Tampa, FL
  • 05/2018 → Present
    New York Life Insurance Company
    Tampa, FL
  • 01/2018 → 05/2018
    University Of Florida
    Tampa, FL
  • 09/2025 → Present
    White Plains, NY
  • 08/2009 → 07/2016
    Cvs
    East Meadow, NY
Other Businesses

[Health and Wellness Coach; I am a certified health and wellness coach, which involves helping clients to attain and stick to their health and wellness goals. wish to have clients and help coach them for a fee (per session).; 33 Hollins Road, Hicksville, NY 11801; Start Date 02/2022; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-12
  • S66 Uniform Combined State Law Examination
    2025-09-12
Other Names
  • Sirupa Singh

View on SEC IAPD

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