TK
Tiffany H. Kirgan
EAGLE STRATEGIES LLC
ADDISON, TX 75001
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CRD#: 3253660
TK
Professional summary
Tiffany Harlan Kirgan, CFP®, CLU®, who also goes by Tiffany Harlan, Tiffany Michelle Kirgan Kirgan, Tiffany Kirgan, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Addison, Texas and NYLIFE SECURITIES LLC located in Addison, Texas.
Tiffany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Tiffany has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tiffany Harlan | Tiffany Michelle Kirgan Kirgan | Tiffany Kirgan
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.
[JOHNSON FINANCIAL GROUP, LLC; DBA USED FOR FINANCIAL PLANNING THROUGH EAGLE STRATEGIES AND LIFE AND FIXED ANNUITY SALES THROUGH NEW YORK LIFE; INVESTMENT RELATED; START DATE 9/2000] [APPOINTED WITH VARIOUS OUTSIDE INSURANCE CARRIERS FOR THE PURPOSED OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 08/2006] [NOTARY PUBLIC; NON INVESTMENT RELATED; START DATE 11/2006] [NYLARC Holding Company, Inc; reinsuring the life insurance that i write with hew york life; 51 madison ave, new york, ny, 10010; Start Date 01/2015; Role/Title: shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [The Heritage Institute; THI is a company that trains financial professionals how to do Heritage Planning with clients. Heritage planning focuses on preparing heirs and fostering a culture of communication and trust in families wrapped around a family purpose statement. Start Date 03/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours; Advisory Board of Director. I provide suggestions to the owner about how to enhance training at the annual meeting and ongoing virtual meetings. share what is working and not working in my practice with families.][East Texas Crisis Center; Board Member - shelter for battered women and children.; ETCC, 2401 Hughey Drive Tyler, TX 75701; Start Date 07/2025; Role/Title: Board Member; Not Investment Related; 3 hours per month; 3 hours per month during securities trading hours; advise on policies and procedures as well as assist with getting the word out to the public and supporting it's fundraising activities][GFKW LLC; this entity was created to own a property that will be used personally but also rented throughout the year.; 3557 CR 3802, Bullard, TX, 75757; Start Date 10/2025; Role/Title: manager; Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Tiffany Harlan Kirgan'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®
CFP®
Start date: 2008
Experience
Current
March 11, 2004 - Present
EAGLE STRATEGIES LLC
Office #1: 15305 Dallas Pkwy Ste. 1200, Addison, TX 75001Office #2: 5041 Kinsey Drive, Tyler, TX 75703RIA
CRD#: 110826
ADDISON, TX
Current
July 23, 2002 - Present
NYLIFE SECURITIES LLC
Office #1: 15305 Dallas Pkwy Ste. 1200, Addison, TX 75001Office #2: 5041 Kinsey Drive, Tyler, TX 75703BD
CRD#: 5167
Addison, 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(1/9/2018)
RR
California(8/29/2013)
RR
Colorado(8/26/2010)
RR
Florida(7/1/2015)
RR
Georgia(1/19/2022)
RR
Illinois(2/27/2024)
RR
Indiana(5/2/2025)
RR
Kentucky(4/3/2013)
RR
Louisiana(6/16/2022)
RR
Montana(1/3/2023)
RR
Nebraska(6/20/2022)
RR
New Jersey(7/25/2023)
RR
New Mexico(2/18/2003)
RR
New York(10/19/2007)
RR
Oklahoma(3/5/2009)
RR
Pennsylvania(2/11/2009)
RR
South Carolina(1/20/2023)
RR
Tennessee(7/31/2019)
RR
Texas(9/18/2002)
IAR
Texas(3/11/2004)
Exams
State Security Law Exam
State Security Law 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
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
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.
