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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 | 2026-07-22 |
Branch Locations
1 World Trade Center 285 Fulton Street, 39Th Fl, New York, NY 10007 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercato Trattoria | New York | NY | 01/2015 | 10/2017 |
| Dezignkraft | Warwick | NY | 10/2017 | 01/2021 |
| Ferris Street Services | New York | NY | 01/2021 | 02/2024 |
| Mode De Vie | New York | NY | 02/2024 | 10/2024 |
| Unemployed | New York | NY | 11/2024 | 05/2025 |
| New York Life Insurance Company | New York | NY | 06/2025 | Present |
| Nylife Securities Llc | New York | NY | 08/2025 | Present |
| Eagle Strategies Llc | New York | NY | 07/2026 | Present |
[TrendingBull LLC; this LLC was formed to do small occasional contracting work.; 478 Main Street Apt. 3A Beacon, New York 12508; Start Date 12/2025; Role/Title: Owner; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; maintenance work]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-13 |
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