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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2004-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins Co | Columbus | GA | 03/1999 | Present |
| Nylife Securities Inc. | Macon | GA | 05/1999 | Present |
| Hudson Financial Group | Columbus | GA | 03/2009 | Present |
| Mahoney Financial Organization, Llc | Columbus | GA | 02/2016 | 12/2020 |
| Hudson Pendleton Financial Group, Llc D/B/A Hudson Pendleton Fin | Columbus | OH | 03/2016 | Present |
| Generational Financial Partners Llc | Columbus | GA | 09/2023 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA HUDSON FINANCIAL GROUP; start date 03/2009] [Girls and Boys club of Columbus;; BOARD MEMBER; NON INVESTMENT RELATED; START DATE 09/2004] [OPERATING UNDER THE NAME HUDSON PENDLETON FINANCIAL GROUP, LLC D/B/A HUDSON PENDLETON FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; COLUMBUS, GA; START DATE: 03/2016] [NYLARC Holding Company, Inc; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 10/2010; Shareholder; Investment Related; 0 hours per month] [Georgia Entertainment news; video discussing Columbus, Georgia and the positive economic impact of film; 900 Front Ave, Columbus, GA 31901; Start Date 08/2019; Role/Title: Volunteer; Not Investment Related; 0 hours per month] [St. Paul United Methodist Church; Committee on Lay Leadership; 2101 Wild Avenue Columbus, GA 31906; Start Date 02/2023; Role/Title: Board Member; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours; volunteer serving on the board and helping make decisions] [Story Mill Entertainment; Manage and promote film projects at Flat Rock Studios; Flat Rock Studios 7100 Jamesson Road Columbus, GA 31820; Start Date 04/2023; Role/Title: Investor; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (COLUMBUS, GA); START DATE: 09/2023][Last Caress Productions ; minor role in the upcoming feature film; 1329 Front Avenue Columbus, GA 31901; Start Date 04/2025; Role/Title: Independent Contractor; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours][Southern Scares LLC; local feature film production company ; 1271 Front Ave Unit 202 Columbus, GA 31901; Start Date 10/2025; Passive Investor; Not Investment Related; 0 hours per month][Strong Land Creative, LLC - Too Fast Boat; Strong Land Creative-I will play the character Hayes; 2135 Country Club Road Columbus, Georgia 31906; Start Date 06/2026; Role/Title: Independent Contractor; Not Investment Related; 10 hours per month; 2 hours per month during securities trading hours][Joy Break LLC ; Independent feature film being filmed now until May 8th. Would be a passive investor. Also may have a small speaking supporting role with one day of work. Will submit a separate OBA for that. ; 8735 Dunwoody Place Suite N Atlanta, GA 30350; Start Date 05/2026; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Joy Break LLC - Breaking Joy; cast to play a police officer in the film "Breaking Joy", was just approved as an investor and may now act in it...just one day of filming for 2 hours; 8735 Dunwoody Place Suite N Atlanta, GA 30350; Start Date 04/2026; Role/Title: Independent Contractor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-16 |
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