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Junyang Zhao

Eagle Strategies LLC

New York, NY

CRD 7659874

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Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-06
NY RA APPROVED 2026-08-05
  • NJ RA
    APPROVED
    Since 2026-08-06
  • NY RA
    APPROVED
    Since 2026-08-05

Branch Locations

1 World Trade Center, 285 Fulton Street 39Th Floor, New York, NY 10007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life New York NY 12/2022 Present
John Hopkins University Baltimote MD 08/2021 12/2022
Unemployed Manhattan NY 08/2020 08/2021
University Of Connecticut Storrs CT 08/2015 08/2020
Nylife Securities Llc. New York NY 08/2023 Present
Eagle Strategies Llc New York NY 08/2026 Present
  • 12/2022 → Present
    New York Life
    New York, NY
  • 08/2021 → 12/2022
    John Hopkins University
    Baltimote, MD
  • 08/2020 → 08/2021
    Unemployed
    Manhattan, NY
  • 08/2015 → 08/2020
    University Of Connecticut
    Storrs, CT
  • 08/2023 → Present
    Nylife Securities Llc.
    New York, NY
  • 08/2026 → Present
    Eagle Strategies Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-29
S63 Uniform Securities Agent State Law Examination 2023-12-04
  • S66 Uniform Combined State Law Examination
    2026-07-29
  • S63 Uniform Securities Agent State Law Examination
    2023-12-04

View on SEC IAPD

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