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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-07 |
| MI | RA | APPROVED | 2025-10-06 |
Branch Locations
3295 Levis Commons Blvd, Suite 3295, Perrysburg, OH 43551 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Perrysburg | OH | 07/2024 | Present |
| Nylife Securities Llc | Perrysburg | OH | 01/2025 | Present |
| Grand Valley State University | Allendale | MI | 08/2022 | Present |
| Hudsonville Public Schools | Hudsonville | MI | 09/2014 | 07/2022 |
| Eagle Strategies Llc | Perrysburg | OH | 10/2025 | Present |
[Silver Lake Chicken Shack; Occasionally Bartend on the weekends. Receive an hourly and tips.; 8343 W Hazel Rd, Mears, MI 49436 ; Start Date 07/2025; Role/Title: Employee; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-22 |
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