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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 | 2026-08-24 |
Branch Locations
5788 Widewaters Pkwy Fl 2, De Witt, NY 13214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bhg Financial | Syracuse | NY | 09/2022 | 01/2023 |
| Ccmr3 | Syracuse | NY | 05/2023 | 07/2024 |
| New York Life Insurance Company | Dewitt | NY | 10/2024 | Present |
| Benedetti Builders Llc | Cazenovia | NY | 03/2018 | 09/2022 |
| Unemployed | Cazenovia | NY | 01/2023 | 05/2023 |
| Unemployed | Cazenovia | NY | 07/2024 | 10/2024 |
| Nyl Securities Llc | Dewitt | NY | 01/2025 | Present |
| Unemployed | Cazenovia | NY | 01/2014 | 03/2018 |
| Eagle Strategies Llc | De Witt | NY | 08/2026 | Present |
[Volunteer Activist for Wheeler For Mayor; Volunteer Activist for my local mayor running for reelection. I'll be promoting his election campaign digitally; 7 Albany St, Cazenovia, NY 13035; Start Date 06/2025; Role/Title: Volunteer; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours][National American Movement, LLC; National American Movement, LLC: This company will be created to manufacture, distribute, and sell merchandize that echoes the mission and values of the organization. The core values of the organization are Faith, Family, Freedom, Duty, and Integrity; 2769 W Lake Rd, Cazenovia, NY 13035; Start Date 09/2025; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; managing the manufacturing, designing, and shipping of said merchandise]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-14 |
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