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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
Branch Locations
5005 Lyndon B Johnson Freeway Ste 1600 And Ste 1125, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bnsf Railway | Fort Worth | TX | 12/2022 | 11/2025 |
| New York Life Insurance Company | Dallas | TX | 11/2025 | Present |
| Nylife Securities Llc | Dallas | TX | 01/2026 | Present |
| Bnsf Railway | Fort Worth | TX | 12/2018 | 09/2022 |
| Bnsf Railway | Fort Worth | TX | 03/2017 | 12/2018 |
| Bnsf Railway | Fort Worth | TX | 09/2015 | 03/2017 |
| Geeks Of Finance, Llc | Las Vegas | NV | 08/2024 | 12/2025 |
| Eagle Strategies Llc | Dallas | TX | 07/2026 | Present |
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| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-16 |
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