CE
Curtis L. Eskew
EAGLE STRATEGIES LLC
SARASOTA, FL 34237
Some features on this profile are disabled
CRD#: 1098983
CE
Professional summary
Curtis Lowell Eskew JR, who also goes by Curtis Lowell Jr Eskew, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Sarasota, Florida and NYLIFE SECURITIES LLC located in Sarasota, Florida.
Curtis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Curtis has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Curtis Lowell Jr Eskew
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
[FOUNDATION HOLDINGS OF SARASOTA, LLC; FORMED LLC TO BUY COMMERCIAL REAL ESTATE WHICH WILL BE LEASED BY MY COMPANY, ESKEW FINANCIAL GROUP; INVESTMENT RELATED; START DATE 8/2007] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA ESKEW FINANCIAL GROUP THROUGH PRINCIPAL FINANCIAL GROUP.] [LLD, INC; CA CORPORATION THAT OWNS MY AIRPLANE] [CONSTANT VIGIL; MEMBER OF A ROCK BANK ;APPEAR AT VARIOUS CLUBS AND EVENTS ON THE WEST COAST FLORIDA] [NOTARY PUBLIC; NON INVESTMENT RELATED; START DATE 04/2010] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOICATE; SARASOTA, FL; START DATE: 11/2010] [A BOND OF LOVE ADOPTION AGENCY, INC.; ADOPTION SERVICES; 4017 SWIFT ROAD, SARASOTA, FL 34231; START DATE 04/2014; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [Old Miakka Community Cemetery, Inc.; community cemetery where family is buried.; 2639 Fruitville Road Suite 200 Sarasota, FL 34237; Start Date 10/2015; Role/Title: Board Member; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [NAIFA; I have been appointed to a State Committee on legislative issues as the life insurance representative. I will weigh in on issues and potential legislation that involves life insurance in the State of Florida; PO Box 14365 Tallahassee, FL 32317; Start Date 05/2020; Role/Title: Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; weigh in on issues and potential legislation that may effect life insurance for consumers in Florida] [Wood Street Holdings, LLC; It is a rental Condo we have in an LLC; 2639 Fruitville Rd Suite 200 Sarasota FL 34237; Start Date 08/2023; Role/Title: Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Lowell Eskew JR's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 23, 1999 - Present
EAGLE STRATEGIES LLC
Office #1: 2639 Fruitville Road Suite 204, Sarasota, FL 34237RIA
CRD#: 110826
SARASOTA, FL
Current
March 15, 1983 - Present
NYLIFE SECURITIES LLC
Office #1: 2639 Fruitville Road Suite 200, Sarasota, FL 34237BD
CRD#: 5167
Sarasota, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/14/2020)
RR
California(11/2/2006)
RR
Colorado(12/17/2010)
RR
Florida(5/17/1984)
IAR
Florida(7/23/1999)
RR
Georgia(6/9/2008)
RR
Indiana(10/24/2025)
RR
Kentucky(7/27/2023)
RR
Massachusetts(4/14/2025)
RR
New Hampshire(8/10/2018)
RR
New York(3/17/2015)
RR
North Carolina(5/6/2021)
RR
Ohio(6/20/2003)
RR
South Carolina(5/8/2025)
RR
Tennessee(5/19/2025)
RR
Texas(1/21/2025)
IAR
Texas(2/10/2025)
RR
Virginia(7/11/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
