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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-11-04 |
Branch Locations
500 Liberty Street Se Suite 500, Salem, OR 97301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mentor Oregon | Portland | OR | 12/2014 | 09/2017 |
| Dungarvin Oregon | Portland | OR | 09/2017 | 01/2020 |
| Cornerstone Valley Inc. | Salem | OR | 01/2020 | 11/2022 |
| New York Life | Portland | OR | 08/2022 | Present |
| Nylife Securities Llc | Portland | OR | 01/2023 | Present |
| Eagle Strategies Llc | Salem | OR | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-23 |
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