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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 | 2026-08-28 |
Branch Locations
1 World Trade Center 39Th Floor, New York, NY 10007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 09/2024 | Present |
| Homemaker | New York | NY | 08/2019 | 09/2024 |
| Ahq Llc | New York | NY | 03/2014 | 08/2019 |
| Nylife Securities Llc | New York | NY | 02/2025 | Present |
| Eagle Strategies Llc | New York | NY | 08/2026 | Present |
[E&N Waterside LLC; It is an LLC that operates as a pass through entity.; 17 Waterside Close, Eastchester, NY 10709; Start Date 04/2024; Role/Title: Passive Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-25 |
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