Eagle Strategies, LLC Employee Directory

Financial ServicesNew York, United States501-1000 Employees

Eagle Strategies, LLC operates as a registered investment adviser within the financial services sector, offering a platform of financial planning, investment advisory programs, charitable investing, and brokerage services to financial advisors. As a wholly owned subsidiary of New York Life Insurance Company, it also enables advisors to provide risk-protection products from the parent company, such as life insurance, long-term care insurance, and annuities, while not acting as a broker-dealer or insurance company itself. The firm is based in New York City and operates under SEC registration with notice filings in relevant states. Eagle Strategies seeks to understand a client's current financial health and goals in order to develop tailored strategies and adjust plans as circumstances evolve. In 2023 the company acquired a stake in the SPDR MSCI USA StrategicFactors ETF, reflecting its involvement in asset allocations within its advisory programs.

Find Eagle Strategies, LLC employees' phone numbers or email addresses

Eagle Strategies, LLC Global Highlights

Location
Employees

North America
1.1K

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  • United States Of America
    1.1K

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Eagle Strategies, LLC's Leadership

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    A. S.
    Chief Executive Officer
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    C. F.
    Chief Executive Officer
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    P. H.
    Vice President Sales & Marketing
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    B. W.
    President And Owner
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    F. H.
    President
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    J. K.
    President
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    T. B.
    President
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    C. C.
    Owner
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Eagle Strategies, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Business
  • Community & Social Services
  • Finance
  • Other
  • Accounting
  • Media & Communications

Contact profiles from Eagle Strategies, LLC

Name
Title
Contact Info
Location
Last Update
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    H. G.
    Executive Director
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    Oct 16, 2024
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    J. T.
    Director Of Infrastructure And Technology Operations
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    Oct 22, 2024
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    J. W.
    Director, Commercial Rates And Fx
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    Oct 23, 2024
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    K. M.
    Director Of Human Resources
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    Oct 21, 2024
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    L. J. N.
    Director Of Strategic Partnerships
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    Oct 22, 2024
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    N. C.
    Principal Managing Director
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    Oct 22, 2024
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    R. D.
    Principal Managing Director
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    Oct 23, 2024
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    R. G.
    Executive Director
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    Oct 17, 2024
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    J. C.
    Marketing & Operations Manager
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    United StatesTennessee
    Oct 31, 2025
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    A. D. L.
    Portfolio Manager
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    Oct 22, 2024

Frequently Asked Questions

What is Eagle Strategies, LLC known for?

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Eagle Strategies, LLC was founded in 1994 operates in the Financial Services industry. The company's main headquarters is located in 51 Madison Avenue New York, New York 10010 United States; you can contact the main corporate office by phone at . Explore Eagle Strategies, LLC's company overview page for more information.

What is Eagle Strategies, LLC's most common email format?

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Eagle Strategies, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Eagle Strategies, LLC email formats with LeadIQ.

How many employees does Eagle Strategies, LLC have currently?

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Eagle Strategies, LLC has approximately 625 employees as of May 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Eagle Strategies, LLC's key employees and leadership?

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As of May 2026, Eagle Strategies, LLC's key employees include:

  • Chief Executive Officer: A. S.
  • Chief Executive Officer: C. F.
  • Vice President Sales & Marketing: P. H.
  • President And Owner: B. W.
  • President: F. H.

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