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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 | 2022-04-07 |
Branch Locations
8000 Ih 10 West Suite 800, San Antonio, TX 78230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Antonio | TX | 05/1998 | Present |
| Nylife Securities Llc | New York | NY | 05/2019 | Present |
| Eagle Strategies Llc | San Antonio | TX | 04/2022 | Present |
[Book Author; book publication-religious-spiritual; 24503 Elise Falls, San Antonio, TX 78255; Start Date 06/2025; Role/Title: Owner; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; author]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
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