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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 | 2025-08-20 |
Branch Locations
8000 Ih10 West Suite 800, San Antonio, TX 78230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2023 | 04/2025 |
| Master's Student University Of Texas Permian Basin | Odessa | TX | 06/2021 | 12/2022 |
| Master's Student The University Of Oklahoma | Norman | OK | 01/2023 | 12/2024 |
| Kqrx | Midland | TX | 09/2021 | 11/2021 |
| Fusiform | Austin | TX | 07/2019 | 07/2021 |
| End Time Change Texas | Austin | TX | 01/2019 | 07/2019 |
| Elect Liberty Pac | Albuquerque | NM | 07/2018 | 11/2018 |
| American Referendum Project | Flagstaff | AZ | 05/2017 | 07/2018 |
| Atx Event Services, Llc | Austin | TX | 03/2015 | 04/2017 |
| University Of Texas Permian Basin | Odessa | TX | 12/2022 | 04/2023 |
| New York Life Insurance Company | San Antonio | TX | 06/2025 | Present |
| Nylife Securities Llc | San Antonio | TX | 06/2025 | Present |
| Eagle Strategies Llc | San Antonio | TX | 08/2025 | Present |
[Insurance Brokering; appointed with outside carriers for the purpose of brokering non-registered products; 3013 Brett Rd, Corinth, TX 76210; start 06/2025; commissions; 1 hour per month, 1 hour during securities trading hours; insurance related]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-09 |
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