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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-30 |
Branch Locations
2500 N Military Trail Ste 300, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Monarch High School | Coconut Creek | FL | 08/2015 | 05/2019 |
| Starbucks Coffee Corporation | Boca Raton | FL | 04/2016 | 12/2018 |
| Starbucks Coffee Company | Boca Raton | FL | 12/2018 | 12/2023 |
| New York Life Insurance Company | Sunrise | FL | 12/2023 | Present |
| Nylife Securities Llc | Sunrise | FL | 11/2024 | Present |
| Eagle Strategies Llc | Boca Raton | FL | 05/2025 | Present |
| The Bridge Group, Inc. | Boca Raton | FL | 08/2025 | Present |
[OPERATING UNDER THE DBA NAME OF The Bridge Group, Inc. FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; BOCA RATON, FL; START DATE: 08/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-21 |
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