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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-02 |
| TX | RA | APPROVED | 2025-09-02 |
Branch Locations
425 Market Street Suite 1600, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | San Francisco | CA | 12/2023 | Present |
| Unemployed | San Francisco | CA | 01/2022 | 11/2023 |
| Philz Coffee | San Francisco | CA | 06/2021 | 12/2021 |
| University Of San Francisco | San Francisco | CA | 08/2017 | 12/2021 |
| Starbucks Coffee Company | San Francisco | CA | 06/2016 | 08/2019 |
| Lowell High School | San Francisco | CA | 08/2013 | 05/2017 |
| Nylife Securities Llc | San Francisco | CA | 01/2024 | Present |
| Eagle Strategies Llc | San Francisco | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-10 |
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