Best Investors
Account
Sign in
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 |
|---|---|---|---|
| GA | RA | APPROVED | 2006-06-06 |
Branch Locations
3655 Brookside Parkway Suite 400, Alpharetta, GA 30022 • United States
Alpharetta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Atlanta | GA | 09/2005 | Present |
| Nylife Securities | Atlanta | GA | 09/2005 | Present |
| Wilder Wealth Strategies, Llc | Atlanta | GA | 04/2014 | Present |
| Generational Financial Partners Llc | Alpharetta | GA | 02/2023 | 08/2026 |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; insurance broker; investment related; start date 6/2006] [SHAKLEE CORPORATION; DISTRIBUTOR FOR VITAMINS AND SUPPLEMENTS;FOR PERSONAL USE ONLY IN ORDER TO GAIN PRODUCT DISCOUNT; NON INVESTMENT RELATED; START DATE 11/2011] [OPERATING UNDER THE DBA NAME OF WILDER WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ATLANTA, GA; START DATE: 04/2014] [Ginn Creek Investments LLC; 1/2 a unit of a conservation easement; Bowne and Associates CPA PC 251 Technology Pkwy Rome GA 30165; Start Date 08/2016; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Bickford Farm Investments, LLC; Once approved I plan to by one unit in a conservation easement called Bickford Farm. This is for tax purposes only. A conservation easement means the members agree to conserve the land and not build on it.; 251 Technology Pkwy; Start Date 12/2017; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Country Wood Lane Investments LLC; its a conservation easement; 251 Technology Pkwy Rome GA; Start Date 12/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; I plan to purchase one unit] [ProVisors; ProVisors is a national networking organization that i am a member and group leader; 11175 Cicero Drive, Bldg 200 Suite 300 Alpharetta, GA, 30022 ; Start Date 09/2024; Role/Title: member and group leader; Not Investment Related; 10 hours per month; 5 hours per month during securities trading hours; I am marketing my business and building relationships with centers of influence. Also, I organize and lead the Alpharetta meeting monthly.]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-04 |
Reach out to this advisor