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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2025-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Bend | OR | 10/2023 | 12/2023 |
| Univar Solutions | Bend | OR | 08/2022 | 10/2023 |
| Wiley | Bend | OR | 07/2021 | 06/2022 |
| Homemaker | Bend | OR | 12/2020 | 07/2021 |
| Romer Labs | Bend | OR | 11/2019 | 12/2020 |
| Regenesis | Bend | OR | 08/2012 | 11/2019 |
| Nylife Securities Llc | Bend | OR | 04/2024 | Present |
| New York Life Insurance Company | Bend | OR | 12/2023 | Present |
| Open Air Design | Bend | OR | 06/2022 | Present |
| Eagle Strategies Llc | Bend | OR | 09/2025 | Present |
[Open Air Design; not investment-related; 740 NE 3rd Street, Suite 3-105 Bend, OR 97701; North American distributor of Meissl products from Pfarrwerfen, Austria-umbrellas products; Independent Contractor; start 06/2022; 20 hours per month, 5 hours during securities trading hours; I assist in developing sales and marketing literature as well as developing concepts for current/prospective projects in the design and installation phases. (There are usually only 1-3 large projects a year, so it's not a very time-consuming endeavor]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-05-28 |
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