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Dan Zhang

Eagle Strategies LLC

New York, NY

White Plains, NY

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Current Employers
Eagle Strategies Llc

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-08
  • NY RA
    APPROVED
    Since 2026-04-08

Branch Locations

51 Madison Avenue 12Th Floor, New York, NY 10010 • United States

44 South Broadway, White Plains, NY 11367 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stony Brook University Stony Brook NY 05/2014 05/2018
Unemployed Flushing NY 06/2018 06/2021
Top Step Trader Flushing NY 07/2021 01/2024
New York Life Insurance Company Melville NY 02/2024 03/2026
Nylife Securities Llc Melville NY 05/2024 03/2026
New York Life White Plains NY 03/2026 Present
  • 05/2014 → 05/2018
    Stony Brook University
    Stony Brook, NY
  • 06/2018 → 06/2021
    Unemployed
    Flushing, NY
  • 07/2021 → 01/2024
    Top Step Trader
    Flushing, NY
  • 02/2024 → 03/2026
    New York Life Insurance Company
    Melville, NY
  • 05/2024 → 03/2026
    Nylife Securities Llc
    Melville, NY
  • 03/2026 → Present
    New York Life
    White Plains, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-10
S63 Uniform Securities Agent State Law Examination 2025-05-01
  • S66 Uniform Combined State Law Examination
    2025-11-10
  • S63 Uniform Securities Agent State Law Examination
    2025-05-01

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
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