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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-07-28 |
| TX | RA | APPROVED_RES | 2021-07-20 |
| NV | RA | APPROVED | 2004-11-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Reno | NV | 09/2004 | Present |
| Nylife Securities | Reno | NV | 10/2004 | Present |
| Eagle Strategies Llc | Oracle | AZ | 05/2019 | Present |
[APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS: INVESTMENT RELATED; start date 09/2004] [Hyrax House LLC - Dormant; no properties are held in the LLC and it is in dormant status; 31728 S. Summerwind Dr Oracle AZ. 89623; Start Date 11/2021; Role/Title: Member; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-21 |
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