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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 | 2026-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Fort Worth | TX | 10/2023 | Present |
| New York Life Insurance Company | Fort Worth | TX | 09/2023 | Present |
| Unemployment | Fort Worth | TX | 06/2023 | 08/2023 |
| Idea Public Schools | Forth Worth | TX | 09/2021 | 05/2023 |
| Newport News Public Schools | Newport News | VA | 07/2020 | 07/2021 |
| University Of Rochester | Rochester | NY | 08/2018 | 06/2020 |
| Syracuse City School District | Syracuse | NY | 03/2018 | 07/2018 |
| Alfred University | Alfred | NY | 09/2014 | 02/2018 |
| Crystal Clear Financial Group, Llc | Fort Worth | TX | 11/2024 | Present |
| Eagle Strategies Llc | Ft Worth | TX | 06/2026 | Present |
[OPERATING UNDER THE DBA NAME OF Crystal Clear Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; FORT WORTH TX; START DATE: 11/2024][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 777 Main Street Suite 3800. Fort Worth TX 76102; Start Date 11/2025; Role/Title: Insurance Broker; Investment Related; 9 hours per month; 9 hours per month during securities trading hours][Tarrant County Coalition for Peace and Justice ; serve on the board as a volunteer for TCCPJ, attend board meetings; 1000 Northeast 12th Street, Fort Worth, TX USA 76102; Start Date 04/2026; Role/Title: Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][MpingaCreations LLC; art, sewing, and simply crafting; 4800 King Ranch Rd Apt. 605. Fort Worth TX 76132; Start Date 04/2026; Role/Title: Owner; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours; painting
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-21 |
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