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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 | 2023-08-23 |
| NY | RA | APPROVED | 2023-07-24 |
| OH | RA | APPROVED | 2023-07-24 |
Branch Locations
420 Lexington Avenue 14Th & 15Th Floor, New York, NY 10170 • United States
Worthington, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joel Field - Field Financial Strategies | Dublin | OH | 07/2021 | Present |
| Unemployed | Westerville | OH | 04/2017 | 06/2017 |
| Battelle Memorial Institute | Columbus | OH | 05/2006 | 04/2017 |
| Nylife Securities Llc | Dublin | OH | 08/2017 | 06/2021 |
| Nylife Securities Llc | New York | NY | 12/2021 | Present |
| Eagle Strategies Llc | New York | NY | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-30 |
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