Best Investors
Account
Sign in
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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-24 |
Branch Locations
2000 S Colorado Blvd Tower 2, Suite 1100, Denver, CO 80222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Monrovia | CA | 01/2018 | 08/2018 |
| Paradis Ice Cream | Montrose | CA | 10/2017 | 12/2017 |
| Nylife Securities Llc | Glendale | CA | 02/2022 | Present |
| New York Life Insurance Co. | Glendale | CA | 07/2018 | 04/2020 |
| Axa Advisors Llc | Los Angeles | CA | 08/2017 | 11/2017 |
| Unemployed | La Canada | CA | 06/2017 | 07/2017 |
| Franklin Pierce University | La Canada | CA | 05/2017 | 01/2018 |
| Franklin Pierce University | Rindge | NH | 08/2016 | 05/2017 |
| Franklin Pierce University | Rindge | NH | 08/2016 | 05/2017 |
| New York Life Insurance Company | White Plains | NY | 04/2020 | Present |
| Eagle Strategies Llc | Denver | CO | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-08 |
Reach out to this advisor