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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-17 |
| NY | RA | APPROVED | 2026-06-17 |
Branch Locations
1000 South Avenue Suite 101, Staten Island, NY 10314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Staten Island | NY | 07/2024 | Present |
| Nylife Securities Llc | Staten Island | NY | 11/2024 | Present |
| Shoprite | Staten Island | NY | 04/2021 | 08/2024 |
| Unemployed | Staten Island | NY | 09/2019 | 03/2021 |
| Naf | New York | NY | 07/2019 | 08/2019 |
| Unemployed | Staten Island | NY | 05/2014 | 06/2019 |
| Eagle Strategies Llc | Staten Island | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 2026-05-05 |
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