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EAGLE STRATEGIES LLC

NEW YORK, NY · CRD 110826 · IAPD ↗ · eaglestrategies.com · (888) 695-3245

$32.04BRegulatory AUM
2463Advisory reps
3190Employees
6662Clients
More than 500Planning clients
0Private funds
51States
68Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — EAGLE STRATEGIES LLC added office(s): 864 -> 891 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — EAGLE STRATEGIES LLC reported RAUM up 26% ($25.40B -> $32.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — EAGLE STRATEGIES LLC grew from 2093 to 2463 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2025 — EAGLE STRATEGIES LLC's Item 11 disclosure-reporting entries rose by 2 (68 -> 70).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — EAGLE STRATEGIES LLC's Item 11 disclosure-reporting entries rose by 11 (57 -> 68).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2025 — EAGLE STRATEGIES LLC added office(s): 849 -> 864 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2025 — EAGLE STRATEGIES LLC grew from 1982 to 2093 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
June 2024 — EAGLE STRATEGIES LLC's Item 11 disclosure-reporting entries rose by 2 (55 -> 57).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — EAGLE STRATEGIES LLC added office(s): 828 -> 849 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
April 2024 — EAGLE STRATEGIES LLC grew from 1885 to 1982 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2024 — EAGLE STRATEGIES LLC's Item 11 disclosure-reporting entries rose by 2 (67 -> 69).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.