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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-15 |
Branch Locations
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 |
|---|---|---|---|---|
| New York Life | Dublin | OH | 10/1999 | Present |
| J.R. Zent & Associates, Llc | Centerville | OH | 09/2006 | Present |
| Eagle Strategies Llc | Centerville | OH | 02/2024 | Present |
I AM APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS AS DBA J.R. ZENT & ASSOCIATES, LLC. OWNER MIAMI VALLEY MUSIC 201 LEWISTON ROAD KETTERING, OH 45429 937-294-9972 12 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-09 |
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