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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-08 |
Branch Locations
South Elgin, IL • United States
500 West Madison Street Suite 1725, Chicago, IL 60661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Chicago | IL | 06/2023 | Present |
| Evelin Flaherty Freytas | Chicago | IL | 09/2022 | Present |
| Mastermind Wealth Strategies Llc | Chicago | IL | 09/2017 | Present |
| Knippen Enterprises Inc | South Elgin | IL | 10/2003 | 03/2022 |
| Eagle Strategies Llc | Chicago | IL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 2023-11-20 |
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