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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 | 2025-09-18 |
Branch Locations
Hicksville, NY • United States
44 South Broadway, White Plains, NY 10601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
[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]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-12 |
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