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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 | 2025-06-11 |
Branch Locations
6200 Bridgepoint Parkway Suite 300, Austin, TX 78730 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Time | Austin | TX | 01/2014 | 07/2023 |
| New York Life | Austin | TX | 08/2023 | Present |
| Nylife Securities Llc | Austin | TX | 01/2024 | Present |
| Eagle Strategies Llc | Austin | TX | 06/2025 | Present |
[Rental Property; short term rental such as Airbnb and VRBO; 3806 Southway drive Austin Texas 78704; start 01/2022; owner; rental income; 6 hours per month, 1 hour during securities trading hours; real estate related] [Rental Property - 607 View Drive; rental home in georgetown texas ; 607 view drive georgetown TX 78628 ; Start Date 04/2024; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-26 |
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