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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-10-15 |
Branch Locations
1963 Nj-34, Bldg B Ste 201, Wall Township, NJ 07719 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| South Orange Middle School | South Ornage | NJ | 08/2014 | 08/2017 |
| Columbia Highschool | Maplewood | NJ | 08/2017 | 07/2021 |
| Ymca | Maplewood | NJ | 06/2018 | 08/2023 |
| Rochester Institute Of Technology | Rochester | NY | 08/2021 | 05/2024 |
| Door Dash | South Orange | NJ | 08/2023 | 07/2024 |
| New York Life Insurance Company | Wall | NJ | 08/2024 | Present |
| Nylife Securities Llc | Wall | NJ | 10/2024 | Present |
| Eagle Strategies Llc | Wall Township | NJ | 10/2025 | Present |
[CHS Ultimate; This is a local sports team that the school does not fund, so they do events and fundraising to pay for the difference between the players' dues and generate intrest in the sport.; 237 Oakland Rd, Maplewood, NJ 07040; Start Date 09/2025; Role/Title: Board Member; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; Alumni out reach]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-14 |
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