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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 | 2026-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life | New York | NY | 01/2026 | Present |
| Nylife Securities Llc | New York | NY | 05/2026 | Present |
| Murano Wealth Management Llc | Dix Hills | NY | 05/2025 | 09/2025 |
| Lessing's Hospitality Group | Great River | NY | 05/2025 | 09/2025 |
| Vested Business Brokers | Northport | NY | 02/2024 | 12/2025 |
| Shufro, Rose & Co., Llc | New York | NY | 04/2021 | 05/2025 |
| Hudson Dynamic Retirement | Elmford | NY | 02/2020 | 04/2021 |
| Financial Gym | New York | NY | 09/2019 | 01/2020 |
| Rsm Us Llp | New York | NY | 11/2018 | 09/2019 |
| J.CRew | Huntington Station | NY | 07/2018 | 12/2018 |
| Bryan University | Smithfield | RI | 08/2017 | 08/2018 |
| University At Albany | Albany | NY | 08/2013 | 05/2017 |
| At Your Service Staffing | New York | NY | 05/2025 | 09/2025 |
| Eagle Strategies Llc | Coram | NY | 08/2026 | Present |
1) Toast Coffee & Kitchen; Not investment-related; 9 S Pk Ave, Bay Shore, NY 11706; Restaurant; Front of House Staff; Employee; 08/2025; 16 hours per month; 0 during trading hours; Serve food and beverages. 2) Fire Island Pedicab; Not investment-related; 600 Robert Moses State Parkway, Babylon, New York 11702; Transportation; Driver; 05/2025; 10 hours per month; 0 during trading hours; Transport guests from Robert Moses field 5 to Kismet, Fire Island by pedicab
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-27 |
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