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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-16 |
Branch Locations
528 E Spokane Falls Blvd Suite 305, Spokane, WA 99202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Benefits | Spearfish | SD | 05/2024 | 05/2025 |
| Walmart | Spearfish | SD | 05/2023 | 05/2025 |
| Black Hills State | Spearfish | SD | 05/2023 | 05/2025 |
| Illinois College | Jacksonville | IL | 08/2019 | 04/2023 |
| Nazareth Academy | Lagrange Park | IL | 08/2015 | 05/2019 |
| Unemployed | Chicago | IL | 06/2019 | 07/2019 |
| New York Life Insurance Company | Spokane | WA | 06/2025 | Present |
| Nylife Securities Llc | Spokane | WA | 08/2025 | Present |
| Wintrust | Rosemont | IL | 05/2022 | 08/2022 |
| Lifequotes | Darien | IL | 06/2020 | 08/2020 |
| Lifequotes | Darien | IL | 01/2021 | 02/2021 |
| Lifequotes | Darien | IL | 06/2021 | 08/2021 |
| Eagle Strategies Llc | Spokane | WA | 03/2026 | Present |
| Pnw Financial Services, Llc | Spokane | WA | 05/2026 | Present |
[OPERATING UNDER THE DBA NAME OF PNW Financial Services, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; SPOKANE WA; START DATE: 05/2026]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-26 |
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