AB
Armondo J. Brennan
EAGLE STRATEGIES LLC
MCALLEN, TX 78504
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CRD#: 2575541
AB
Professional summary
Armondo James Brennan, ChFC®, CLU® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Mcallen, Texas and NYLIFE SECURITIES LLC located in Mcallen, Texas.
Armondo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Armondo has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
[Insurance brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; start date 10/03; investment related; insurance broker]] [Ocean Grove Resort Holdings LLC; Private placement investment; West 7th street Kansas City, MO 64105; Start Date 09/2016; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [ER PROPERTY, LLC; purchase of investment properties that later if partnership votes turn into conservation easements for charitable tax deductions.; 2200 Century Parkway, Suite 550 Atlanta, GA 30345; Start Date 12/2017; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Praise Investments LLC; Office building owner-rental tenant; 4308 North McColl Rd McAllen, Texas 78504; Start Date 07/2018; Role/Title: Owner; Investment Related; 4 hours per month; 1 hours per month during securities trading hours;employee administration stuff collect rent] [SP Investco Holdings LLC; purchase investment property with attentions vote by members to change property to conservation easements which helps with charitable tax deductions; 601 21st street STE 400 Vero Beach Florida 32960; Start Date 11/2019; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [RB Investco Holdings, LLC; Ownership in Real Estate project-conservation easement for charitable deductions; 228 North Park Ave, Suite K Winter Park, FL 32789; Start Date 08/2020; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [WP Investco holdings LLC; Ownership in real estate project either to mine granite or hold land for appreciation or to make charitable by conservation easement.; 228 North Park Ave, Suite K Winter Park, FL 32789; Start Date 10/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Greenbriar Creek Coal Opportunity Fund L.P.; ownership in real estate project either to mine for coal or hold land for appreciation or to make charitable by conservation easement; 4300 Legendary Drive Building C, Suite C-225 Destin, Florida 32541; Start Date 10/2022; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Ison Fork Coal Opportunity Fund, L.P.; Ownership is real estate project either mining/coal or hold land for appreciation or to make charitable by donation.; 3745 Piedmont Rd NE, Suite 1900 Atlanta, GA 03005; Start Date 11/2023; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [NYLARC Holding Company, Inc.; Reinsuring life insurance; 51 Madison Avenue, New York, NY 10010; Start Date 01/2024; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Lick Fork Coal Opportunity Fund LP; Ownership is real estate project either mining/coal or hold land for appreciation or to make charitable by donations ; 4300 Legendary Dr Building C Suite C-225 Destin, FL 32541; Start Date 12/2024; Role/Title: Passive Investor; [OPERATING UNDER THE DBA NAME OF Brennan & Associates FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; MCALLEN TX; 10/2025[Secure Tomorrow ( 50-95) , LLC; Software plan designs donated to charity to support Law enforcement agencies; 228 North Park Ave. Winter Park FL 32789; Start Date 10/2025; Role/Title: Passive Investor; Not Investment Related; no time on activity]
CRS (Client Relationship Summary) - RIA
Click below to view Armondo James Brennan'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®
Experience
Current
February 23, 2005 - Present
EAGLE STRATEGIES LLC
Office #1: 4308 North Mccoll, Mcallen, TX 78504RIA
CRD#: 110826
MCALLEN, TX
Current
March 26, 1996 - Present
NYLIFE SECURITIES LLC
Office #1: 4308 North Mccoll, Mcallen, TX 78504BD
CRD#: 5167
Mcallen, TX
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(7/14/2025)
RR
California(8/6/2014)
RR
Florida(4/2/2014)
RR
Texas(3/26/1996)
IAR
Texas(2/23/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Mcallen, TX 78504TRUST BUT VERIFY
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