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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-29 |
| NY | RA | APPROVED | 2026-07-29 |
Branch Locations
51 Madison Avenue, New York, NY 10010 • United States
Bergenfield, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | White Plains | NY | 08/2019 | Present |
| Proceed Inc. | Elizabeth | NJ | 12/2015 | 08/2019 |
| Nylife Securities Llc | Bergenfield | NJ | 03/2026 | Present |
| Eagle Strategies Llc | Bergenfield | NJ | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-23 |
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