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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-30 |
| LA | RA | APPROVED | 2019-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Louisiana State University | Baton Rouge | LA | 08/2015 | 05/2019 |
| New York Life Insurance Co. | New Orleans | LA | 01/2017 | Present |
| Nylife Securities Llc | New Orleans | LA | 11/2018 | Present |
| Eagle Strategies Llc | New Orleans | LA | 12/2019 | Present |
| Davenport Wealth Strategies | Metairie | LA | 03/2024 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 1337 Huron Ave; Metairie, LA 70005; Start Date 10/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF DAVENPORT WEALTH STRATEGIES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (METAIRIE, LA); START DATE: 03/2024][LSU National L Club; LSU National L Club is an organization formed to support former Varsity Athletes, Trainers, and Staff. It provides the opportunity for letterwinners to maintain relationships across different sports, generations, and geographical locations; 2505 Williams Blvd # A, Kenner, LA 70062; Start Date 07/2024; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; booster club under the Tiger Athletic Foundation. Specifically help with uniting the beach volleyball alumni][Scottie and meg LLC; My travel/lifestyle/foodie instagram, tiktok, snapchat and youtube account where we share experiences, LA, 70005; Start Date 03/2026; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours][MegDav Travels; travel/lifestyle instagram, tiktok, and youtube account where I share experiences and get paid via connect links of affiliate programs, working as a brand ambassador/influencer, and creating content. ; 1337 Huron Ave; Metairie, LA 70005; Start Date 06/2019; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours][Calley and Meg LLC; travel/lifestyle/foodie instagram, tiktok, snapchat and youtube account where we share experiences and get paid via connected links of affiliate programs, working as a brand ambassador and create content. ; 1337 Huron Ave Metairie LA 70005; Start Date 07/2024; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-21 |
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