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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-03 |
Branch Locations
5805 Waterford District Dr Suite 310, Miami, FL 33126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Broker Nation | North Miami | FL | 07/2017 | 02/2018 |
| Ewm Realty Int'l - Christies' | Aventura | FL | 03/2014 | 07/2017 |
| Quantum Creative Concepts | Aventura | FL | 08/2010 | 01/2018 |
| New York Life Insurance Co | Sunrise | FL | 12/2017 | Present |
| Nylife Securities Llc | Sunrise | FL | 03/2018 | Present |
| Eagle Strategies Llc | Miami | FL | 04/2026 | Present |
| Apex Insurance Solutions | Miami | FL | 07/2026 | Present |
[Smart Living Miami, LLC - Dormant; 3030 NE 188th St Apt 308, Aventura, FL 33180; Owner; No compensation; 0 hours per month] [OPERATING UNDER THE DBA NAME OF APEX INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (OWNER); (MIAMI, FL); START DATE: 07/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-02 |
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