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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 |
|---|---|---|---|
| IL | RA | APPROVED | 2010-07-23 |
Branch Locations
Capital Resources Group 166 West Washington - Suite 550, Chigao, IL 60610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Deerfield | IL | 06/1987 | Present |
| New York Life Insurance Company | Deerfield | IL | 03/1987 | Present |
| Capital Resources Group, Inc. | Chicago | IL | 07/1986 | Present |
| Eagle Strategies Llc | Deerfield | IL | 07/2010 | Present |
[OPERATING UNDER THE DBA OF CAPITAL RESOURES GROUP INC. FOR THE PURPOSES OF BROKERING NON NYL INSURANCE PRODUCTS AS WELL AS SELLING NEW YORK LIFE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE 7/1986] [RENTAL PROPERTY; 7061 N. KEDZIE AVE., # 412, CHICAGO, ILL 60645; START DATE 04/2015; ROLE/TITLE: OWNER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; COMPENSATION: RENTAL INCOME] [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; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; passive investor] [FBVG LLC - Dormant; Business entity where I plan to purchase RE property in the future; 166 West Washington Street, Ste 550, Chicago, IL 60602; Start Date 08/2023; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-09-19 |
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