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Updated May 30, 2024

Eagle Strategies

Investment Advisor Firm

Total assets under management$892M

Years in business30+

Total assets under management$892M

Years in business30+

About Eagle Strategies

Eagle Strategies, a subsidiary of New York Life Insurance Company, is a Registered Investment Adviser offering a comprehensive suite of financial solutions. This includes financial planning, investment advisory programs, charitable investing, and brokerage services. Their partnership with New York Life also enables Advisors to provide risk protection products like life insurance, long-term care insurance, and annuities.

Understanding clients' financial health and long-term goals is at the heart of Eagle Strategies' approach. Their Financial Advisors work closely with clients to construct tailored strategies to achieve these objectives. Importantly, they recognize that financial plans must evolve, adapting to changing circumstances. Eagle Strategies' Advisors are well-equipped to guide clients through these adjustments.

This subsidiary boasts over 90 investment professionals, empowering Financial Advisors with extensive resources to meet clients' diverse financial needs. Eagle Strategies maintains a solid commitment to trust, mirroring the values of its parent company, New York Life, known for its 170 years of service.

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Areas of specialty

Financial Planning

Charitable Investing

More about Eagle Strategies

Designations	Minimum asset threshold	Firm CRD Number	Number of advisors
Registered Investment Advisor	N/A	110826	1885

Designations	Minimum asset threshold
Registered Investment Advisor	N/A

Firm CRD Number	Number of advisors
110826	1885

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