Peter Y. Song
Professional summary
Peter Yung Song 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.
Peter is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Peter has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Yung Song's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 7, 2004 - Present
EAGLE STRATEGIES LLC
Office #1: 250 Pehle Ave Suite 900, Saddle Brook, NJ 07663August 5, 2003 - Present
NYLIFE SECURITIES LLC
Office #1: 250 Pehle Avenue 9th Floor Plaza 2 - Suite 900, Saddle Brook, NJ 07663February 12, 2001 - July 5, 2002
GUARDIAN INVESTOR SERVICES LLC
December 8, 1997 - June 22, 2000
NYLIFE SECURITIES LLC
Primary Firm SEC Registration
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/4/2024)
(1/13/2015)
(9/10/2003)
(10/27/2025)
(7/21/2009)
(3/26/2010)
(3/12/2009)
(6/5/2014)
(8/11/2021)
(4/25/2013)
(8/5/2003)
(9/7/2004)
(9/12/2003)
(11/12/2009)
(9/20/2024)
(9/22/2003)
(4/22/2010)
(8/29/2025)
(3/26/2010)
(4/21/2014)
(9/5/2014)
(7/15/2010)
(3/22/2018)
(8/27/2010)
Exams
FINRA
Current Firm
EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
Contact information
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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