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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-15 |
Branch Locations
2 Lakeshore Center 2Nd Floor, Bridgewater, MA 02324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 12/2024 | Present |
| New York Life Insurance Company | Waltham | MA | 11/2024 | Present |
| Jordan's Furniture | Avon | MA | 11/1997 | 12/2024 |
| Eagle Strategies Llc | Bridgewater | MA | 07/2026 | Present |
[Wedding Officiant; officiate weddings; 22 White Clover Trail Plymouth MA 02360; Start Date 10/2025; Role/Title: Officiant; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-14 |
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