JS
Joel I. Steele
EAGLE STRATEGIES LLC
CHERRY HILL, NJ 08034
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CRD#: 4534258
JS
Professional summary
Joel I Steele, CLU® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Cherry Hill, New Jersey and NYLIFE SECURITIES LLC located in Cherry Hill, New Jersey.
Joel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Joel has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 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.
[OPERATING UNDER THE DBA NAME OF STEELE FINANCIAL SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; START DATE 03/2002; 90 NORTH KINGS HWY CHERRY HILL NJ 08034] [FUNDS OF STEELE, LLC; CO-OWNER; 90 N. KINGS HWY., CHERRY HILL, NJ 08034; INVESTMENT RELATED; ENTITY HOLDS OWNERSHIP OF HIS OFFICE BUILDING; PAY MORTGAGE/RENT; NO TIME SPENT ON ACTIVITY] [EVENTS OF STEELE; CHARITABLE ENDEAVOR; NOPHYSCIAL ADDRESS; START DATE 08/2014; ROLE/TITLE: CO FOUNDER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [SSJ Group LLC; minor league sports team.; 62 Commerce Ave SW, Suite 201 Grand Rapids, MI 49503; Start Date 11/2021; Passive Owner; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours] [MAD CRYPTO HOLDINGS, LLC; Private Equity Investing with BBT Advisors; 90 North Kings Highway Cherry Hill NJ 08034; Start Date 10/2021; Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Series A-ir Stevie, LLC; Air Company who focuses on carbon removal from the environment; 1363 E. Fischer Detroit, MI 48207; Start Date 08/2022; Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Wait and Sea LLC; rental property ; 2011 East Bay Terrace Ship Bottom NJ 08008; Start Date 11/2022; Role/Title: Owner; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [East Bay Jet Setting LLC; purchase a boat; 22 Belmont Circle Columbus, NJ 08022; Start Date 12/2023; Role/Title: Owner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Life Switch; book-life and my experiences; 90 North Kings Highway Cherry Hill, NJ 08034; Start Date 05/2024; Role/Title: Owner; Not Investment Related; 10 hours per month; 1 hours per month during securities trading hours] [YI Soccer Holdings LLC; professional soccer assets including RI FC, The Stadium at Tidewater Landing; 6705 Louisburg Square Lane Charlotte, NC 28210; Start Date 09/2024; Role/Title: Passive Partner; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][BIG Jet LLC; app for private jet booking service; 860 Via de La Paz, Suite F-loft, Pacific Palisades, CA 90272 ; Start Date 11/2024; Role/Title: Passive Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][BIG Drink LLC; beverage company called Barcode Fitness Water; 860 Via de La Paz, Suite F-loft, Pacific Palisades, CA 90272 ; Start Date 11/2024; Role/Title: Passive Investor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Mudita Venture Fund II; invests in technology companies, new and existing; 30300 Telegraph Road, Suite 370 Bingham Farms, Michigan 48025; Start Date 02/2025; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][More/Less Brands, Inc; protein gummy sales; 4120 Riverview Circle Green Cove Springs, FL32043; Start Date 08/2025; Role/Title: Passive Investor; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours][Three Lions Pioneer Sports LP ; youth soccer programs; 888 Prospect St Suite 800 La Jolla, CA 92037; Start Date 08/2025; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Joel I Steele'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
April 19, 2011 - Present
EAGLE STRATEGIES LLC
Office #1: 90 N. Kings Highway, Cherry Hill, NJ 08034RIA
CRD#: 110826
CHERRY HILL, NJ
Current
June 26, 2002 - Present
NYLIFE SECURITIES LLC
Office #1: 90 N. Kings Highway, Cherry Hill, NJ 08034BD
CRD#: 5167
Cherry Hill, NJ
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(8/12/2022)
RR
Arkansas(6/8/2021)
RR
California(9/20/2017)
RR
Colorado(2/15/2019)
RR
Connecticut(4/25/2007)
RR
Delaware(1/8/2008)
RR
District of Columbia(7/29/2016)
RR
Florida(7/31/2007)
RR
Idaho(7/11/2017)
RR
Kentucky(9/24/2018)
RR
Maryland(1/6/2012)
RR
Massachusetts(10/5/2012)
RR
Michigan(5/2/2024)
RR
Mississippi(9/10/2018)
RR
Montana(7/13/2018)
RR
Nevada(1/2/2020)
RR
New Hampshire(1/2/2020)
RR
New Jersey(6/26/2002)
IAR
New Jersey(4/19/2011)
RR
New Mexico(3/3/2022)
RR
New York(1/8/2008)
RR
North Carolina(1/5/2016)
RR
Ohio(8/23/2017)
RR
Oklahoma(10/2/2024)
RR
Pennsylvania(3/24/2004)
RR
South Carolina(1/26/2017)
RR
Virginia(10/17/2023)
RR
Washington(1/18/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/28/2021
General Securities Representative ExaminationGeneral 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.
