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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-13 |
Branch Locations
1 World Trade Center 39Th Fl, New York, NY 10007-0090 • United States
Bronx, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | New York | NY | 03/2018 | Present |
| Asi Ystems Integration (Agilant Solutions) | Long Island | NY | 09/2017 | 03/2018 |
| Forever 21 | Bronx | NY | 03/2017 | 09/2017 |
| Process And Plant Automation Ltd (Automation Ghana Group) | Accra | 03/2013 | 12/2016 | |
| Homemaking | Bronx | NY | 12/2016 | 03/2017 |
| Nylife Securities Ll. | New York | NY | 02/2022 | Present |
| Eagle Strategies Llc | New York | NY | 09/2023 | Present |
[Emmagret Business Services ; Fundamental IT education to the older immigrant community; 2821 Schurz Ave, Bronx NY 10465; Start Date 06/2023; Role/Title: Educator/Instructor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [The Butterfly Ghana Foundation; The Butterfly Ghana Foundation is a Non-Governmental Organization that was founded in 2017, based in the Keta Municipality of the Volta Region of Ghana. Our main Objective is to 'Support children with special needs and from deprived backgrounds etc.; KW 110 Keta, Volta Region, Ghana; Start Date 06/2017; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-08 |
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