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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 | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Edison | NJ | 11/2013 | Present |
| New York Life Insurance Company | Edison | NJ | 12/2012 | Present |
| Eagle Strategies Llc | Edison | NJ | 08/2026 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products;210 Claremont Road Bernardsville, NJ 07924; Start Date 03/2019; Role/Title: Insurance Broker; Investment Related; 6 hours per month; 0 hours per month during securities trading hours] [Raritan Yacht Club Board of Governors; Board member-sailing club; 160 Water Street Perth Amboy, NJ 08861; Start Date 02/2025; Role/Title: Board Member; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; who direct the activities of the club through implementation by the various sub-committees, that over-see the daily club functions.]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-04-09 |
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