Thomas Holmes Herlong SR

STRATEGIC ADVISERS LLC

NORTH OLMSTED, OH · CRD#

WAYPOINT INTELLIGENCE, LLC

CHAGRIN FALLS, OH · CRD#

ABRI LLC

LEXINGTON, KY · CRD#

ENVISION FINANCIAL PLANNING, LLC

MEMPHIS, TN · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures on record.

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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Years of Experience

33 years registered in the securities industry

Current & Past Employments

Current

EAGLE STRATEGIES LLCCurrent·CRD# 110826

RIA

1. 424 Calhoun Street, Johnston, SC 298322. 237 Park Avenue Sw, Aiken, SC 29801

February 11, 2011 - Present

NYLIFE SECURITIES LLCCurrent·CRD# 5167

BD

1. 424 Calhoun Street, Johnston, SC 298322. 237 Park Avenue Sw, Aiken, SC 29801

September 17, 1993 - Present

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Customer Relationship Summary (CRS / SEC)Latest Form ADV

Current Firm

ES

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

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

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

# of Employees

3,190

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

EAGLE STRATEGIES DISCLOSURE BROCHURE (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/27/2026	Cover Page	Report
01/24/2025	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

[Harmony United Methodist Church; Chairman of Finance Committee; 471 Lee St, Johnston, SC 29832; Start Date: 10/2002; Role/Title: Director; Not investment related; 4 hours per month] [Piedmont Technical College; Chairman of Planned Giving Committee; 620 Emerald Rd N, Greenwood, SC 29646; Start Date: 10/2002; Role/Title: Director; Not investment related; 2-3 hours per month] [Herlong Farms; Family farm - cattle farm; 116 Bouknight Rd, Johnston, SC 29832; Start Date: 10/2002; Role/Title: Partner; Not investment related; 6 hours per month] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 424 Calhoun Street, Johnston, SC 29832 and 2210 Woodside Executive Park, Aiken, SC 29803; Start Date 11/2015; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF THE HERLONG FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: JOHNSTON, SC; START DATE: 01/2023] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Ave., New York, NY 10010; Start Date 05/2002; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Aiken Symphony Orchestra; Board Member to participate as a voluntary member of the board to promote support and attendance of the symphony concerts in Aiken SC.; 262 Eastgate Dr., Aiken, SC 29803; Start Date 10/2018; Role/Title: Board Member; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours][Ridge Healthcare Foundation; Supports services and needs of patients in the Edgefield County Hospital and also provides some scholarships for local students pursuing medical education; Hwy 25 Bypass, Edgefiled, SC 29824; Start Date 09/2017; Role/Title: Board Member; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours; board duties] [Cole's Victorp Lap; Support of families with child battling cancer.; PO Box 5779, Greenville, SC 29606; Start Date 03/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 1 hours per month during securities trading hours; Board member input and contacts related to support.]

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