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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 | 2026-08-07 |
Branch Locations
1 World Trade Center 285 Fulton Street, 39Th Floor, New York, NY 10007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Globe Life | Long Island City | NY | 08/2024 | 12/2024 |
| Keller Williams | New York | NY | 03/2014 | 03/2018 |
| Equielite Llc | Long Island City | NY | 01/2018 | 03/2024 |
| Google - Coursera | Mountain View | CA | 03/2024 | 06/2024 |
| Examfx | Leawood | KS | 06/2024 | 08/2024 |
| New York Life | New York | NY | 01/2025 | Present |
| Nylife Securities Llc | New York | NY | 05/2025 | Present |
| Eagle Strategies Llc | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-20 |
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