Best Investors
Account
Sign in
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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-28 |
Branch Locations
2500 Citywest Blvd Suite 750, Houston, TX 77042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Houston | TX | 01/2025 | Present |
| Aramco Services Company | Houston | TX | 12/2021 | 02/2025 |
| Iland Internet Solutions Corporation | Houston | TX | 01/2021 | 11/2021 |
| Unemployed | Houston | TX | 11/2021 | 12/2021 |
| Flatiron School | Houston | TX | 04/2020 | 10/2020 |
| Unemployed | Houston | TX | 10/2020 | 01/2021 |
| Kraton Corporation | Houston | TX | 10/2019 | 04/2020 |
| Unemployed | Houston | TX | 08/2019 | 10/2019 |
| Exxonmobil Corporation | Houston | TX | 04/2019 | 08/2019 |
| Houston Community College | Houston | TX | 07/2018 | 04/2019 |
| Unemployed | Houston | TX | 06/2018 | 07/2018 |
| Massachusetts Institute Of Technology | Cambridge | MA | 09/2017 | 06/2018 |
| Brandeis University | Waltham | MA | 01/2016 | 06/2018 |
| Nylife Securities Llc | Houston | TX | 06/2025 | Present |
| Eagle Strategies Llc | Houston | TX | 07/2026 | Present |
[The LMai Group LLC; Non- investment related; 7919 Ashford Trace Dr, Houston, TX 77072; _Residential rental for personal real estate; start January 2024 to ; manager; 8 hours per month, 0 hours during securities trading hours; Duty related to the business: manage personal property for rental]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2025-08-05 |
Reach out to this advisor