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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 | 2021-08-03 |
Branch Locations
8000 Ih10 West Suite 800, San Antonio, TX 78230 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tapatio Springs | Boerne | TX | 08/2017 | 11/2017 |
| Bistro And Total Staffing | San Antonio | TX | 11/2016 | 12/2017 |
| Bellhops | Austin | TX | 10/2014 | 02/2017 |
| New York Life Insurance Company | San Antonio | TX | 03/2018 | Present |
| Nylife Securities Llc | San Antonio | TX | 06/2018 | Present |
| Eagle Strategies Llc | San Antonio | TX | 08/2021 | Present |
| Atlas Retirement Strategies, Llc | San Antonio | TX | 09/2021 | 08/2023 |
| Prime Prosperity Llc | San Antonio | TX | 11/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 21720 Hardy Oak Blvd, Suite 85, San Antonio, TX 78258; Start Date 07/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF PRIME PROSPERITY LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; SAN ANTONIO TX; START DATE: 11/2023][Deut818 HoldingCo LLC - Dormant; holding company and management services; 8 The Green STE B, Dover, DE 19901; Start Date 03/2026; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Texas Exes San Antonio Chapter; As alumni for UT, we raise money for scholarships to UT. We volunteer and help better the San Antonio community. We help facilitate the gathering of Texas Exes locally in San Antonio.; 131 El Paso St, San Antonio, TX 78204; Start Date 11/2018; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours; on the advisory council for the President and the Executive Board. Giving insight and guidance on how to maintain and grow the out reach of the Texas Exes of San Antonio]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-24 |
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