Harold T. Bourque

EAGLE STRATEGIES LLC

SADDLE BROOK, NJ 07663

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CRD#: 1568139

Professional summary

Harold T Bourque, who also goes by Harold Thomas Bourque, Harry Bourque, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Saddle Brook, New Jersey and NYLIFE SECURITIES LLC located in Saddle Brook, New Jersey.

Harold is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Harold has worked at 9 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Harold Thomas Bourque | Harry Bourque

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.

[Green Key Partners, LP; Event-driven thesis focused on capturing most significant opportunities. Close oversight presents opportunities to shift allocations ahead of likely drawdown events. Token staking diversifies portfolio return streams; 530 Seventh Ave Floor M1 NY NY 10018; Start Date 05/2024; Role/Title: Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harold T Bourque's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 4, 2025 - Present

EAGLE STRATEGIES LLC

Office #1: 250 Pehle Ave Suite 900, Saddle Brook, NJ 07663

RIA

CRD#: 110826

SADDLE BROOK, NJ

Current

October 19, 2023 - Present

NYLIFE SECURITIES LLC

Office #1: 250 Pehle Avenue 9th Floor Plaza 2 - Suite 900, Saddle Brook, NJ 07663

CRD#: 5167

Saddle Brook, NJ

Past

February 24, 2022 - February 1, 2023

ELEVATION, LLC

CRD#: 140341

New York, NY

Past

February 21, 2014 - January 3, 2022

OLIVETREE FINANCIAL, LLC

CRD#: 154026

NEW YORK, NY

Past

July 2, 2012 - November 6, 2013

VIRTU AMERICAS LLC

CRD#: 149823

JERSEY CITY, NJ

Past

July 2, 2003 - July 2, 2012

KNIGHT CAPITAL AMERICAS, L.P.

CRD#: 38599

JERSEY CITY, NJ

Past

November 28, 1997 - July 7, 2003

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

October 5, 1995 - September 1, 1998

SALOMON BROTHERS INC.

CRD#: 740

NEW YORK, NY

Past

August 30, 1993 - September 28, 1995

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

August 12, 1987 - May 28, 1993

UBS SECURITIES LLC

CRD#: 7654

NEW YORK, NY

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".

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.

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

California
(2/13/2024)

Massachusetts
(10/25/2023)

New Jersey
(10/19/2023)

IAR

New Jersey
(3/4/2025)

Rhode Island
(10/25/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/28/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/9/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 4/23/2024

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 3/10/2004

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 9/20/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/28/1997

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (11/11/2025)

EAGLE STRATEGIES DISCLOSURE BROCHURE (10/23/2025)

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	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Harold T. Bourque

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harold T Bourque's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

ELEVATION, LLC

OLIVETREE FINANCIAL, LLC

VIRTU AMERICAS LLC

KNIGHT CAPITAL AMERICAS, L.P.

CITIGROUP GLOBAL MARKETS INC.

SALOMON BROTHERS INC.

CITIGROUP GLOBAL MARKETS INC.

UBS SECURITIES LLC

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/2025

Series 63

Date: 10/9/1986

Series 57TO

Date: 4/23/2024

SIE

Date: 10/1/2018

Series 55

Date: 3/10/2004

Series 7

Date: 9/20/1986

Series 24

Date: 10/28/1997

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

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