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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| VA | RA | APPROVED | 2002-08-16 |
Branch Locations
Alexandria, VA • United States
8075 Leesburg Pike Suite 400, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co. | Alex | VA | 01/1986 | Present |
| Nylife Securities Llc | Falls Church | VA | 04/1987 | Present |
| Gentile Financial Group | Alexandria | VA | 05/2010 | Present |
| Avenue Wealth Management, Llc D/B/A Avenue Wealth | Vienna | VA | 08/2020 | Present |
| Eagle Strategies Llc | Alexandria | VA | 08/2002 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; Investment related; DBA Gentile Financial Group; start date 10/2002 brokering] [OPERATING UNDER THE DBA NAME OF AVENUE WEALTH MANAGEMENT, LLC D/B/A AVENUE WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; VIENNA, VA; START DATE: 08/2020]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-02 |
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