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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2023-03-07 |
Branch Locations
550 South Winchester Blvd Suite 405, San Jose, CA 95128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Schaumburg | IL | 09/2012 | Present |
| Eagle Strategies Llc | Schaumburg | IL | 09/2012 | Present |
[NGUYEN AND HONG, LLC; THIS LLC IS CREATED TO BE LEGAL OWNER OF OUR RENTAL PROPERTY.; 15 S. WYNSTONE DR. NORTH BARRINGTON, IL 60010; START DATE 01/2015; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-25 |
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