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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 | 2026-01-29 |
| AZ | RA | APPROVED | 2025-01-10 |
| MA | RA | APPROVED | 2025-01-02 |
Branch Locations
4805 N Woodmere Faireway Unit D1008, Scottsdale, AZ 85251 • United States
Waltham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 04/2023 | 08/2024 |
| Nylife Securities Llc | Scottsdale | AZ | 10/2024 | Present |
| Northeastern University | Boston | MA | 09/2021 | 12/2022 |
| Unemployed | Nanchang | 08/2019 | 09/2021 | |
| Dalian Maritime University | Dalian | 09/2015 | 07/2019 | |
| Unemployed | Boston | MA | 01/2023 | 03/2023 |
| Famous Financial And Insurance Solutions Llc | Scottsdale | AZ | 09/2024 | Present |
| Eagle Strategies Llc | Scottsdale | MA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-10 |
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