# Eagle Strategies

Eagle Strategies is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** San Antonio, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** eaglestrategies.com
- **LinkedIn:** https://www.linkedin.com/company/4kvdh7u

## Regulatory record

- **CRD number:** 110826
- **SEC file number:** 801-32987
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110826

## About

Eagle Strategies was established in 1988. It functions as a subsidiary of New York Life Insurance Company and offers planning and management services to a broad client set. The firm focuses on investment management alongside financial, charitable, and retirement planning. Its clients span individuals, trusts, estates, charitable organizations, corporations, and businesses. No specific asset-class allocations or named holdings appear in available records. No team size, additional offices, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded. Eagle Strategies operates as a subsidiary wealth manager within an insurance-company structure rather than an independent family office or standalone RIA.

## Questions

### What services does Eagle Strategies provide?

The firm offers investment management, financial planning, charitable planning, and retirement planning.

### Who are Eagle Strategies clients?

Clients include individuals, trusts, estates, charitable organizations, corporations, and other businesses.

### What is the ownership structure of Eagle Strategies?

Eagle Strategies is a subsidiary of New York Life Insurance Company.

## Related profiles

- [Eaglestone Wealth Advisors](https://altss.com/profile/eaglestone-wealth-advisors)
- [EagleTree Capital](https://altss.com/profile/eagletree-capital)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/eagle-strategies

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology