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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 |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Roanoke | VA | 01/2024 | Present |
| Ben Cline For Congress, Inc | Harrisonburg | VA | 11/2017 | 12/2024 |
| U.S. House Of Representatives | Harrisonburg | VA | 01/2019 | 06/2024 |
| Nick Freitas For House Of Delegates | Culpeper | VA | 06/2017 | 11/2017 |
| Reeves For Lt. Governor | Fredericksburg | VA | 11/2016 | 06/2017 |
| Aflac | Charlottesville | VA | 08/2016 | 11/2016 |
| Nylife Securities Llc | Roanoke | VA | 02/2025 | Present |
| Solid Rock Financial Partners, Llc | Elkton | VA | 05/2026 | Present |
| Eagle Strategies Llc | Elkton | VA | 06/2026 | Present |
[TA Campaigns, LLC; Provides campaign consulting for candidates running for local offices such as sheriff, Board of Supervisors, town council, etc.; 620 Wirt Ave, Elkton, VA 22927; Start Date: 12/2022; Role/Title: Owner; Not investment related; 5 hours per month; 0 hours per month during securities trading hours; I own the LLC. I coordinate the design, printing, and delivery of direct mail][Rental Property; I rent out my former primary residence - a townhouse.; 224 Commerce Drive, Harrisonburg, VA 22802; Start Date 12/2023; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; collect rent] [OPERATING UNDER THE DBA NAME OF SOLID ROCK FINANCIAL PARTNERS, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; (ASSOCIATE); (ELKTON, VA); START DATE: 05/2026]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-26 |
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