Henry C. Mcgee
EAGLE STRATEGIES LLC
GREENVILLE, SC 29605
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CRD#: 4602071
Professional summary
Henry Campbell Mcgee, CFP®, ChFC®, CLU® is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Greenville, South Carolina and NYLIFE SECURITIES LLC located in Greenville, South Carolina.
Henry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Henry has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 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.
[INSURANCE BROKERING; OPERATING UNDER THE DBA NAME OF FINANCIAL RESOURCES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; 1228 S. Pleasantburg Dr. Suite A Greenville, SC 29601; start date 9/2013] [St. Paul's Church-Mites Basketball Coach; Church League. Basketball coach; 201 E Broad St., Greenville, SC 29601; Start Date 11/2018; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours] [310R, LLC; This LLC was created in November of 2018 for purposes of owning rental property that is already submitted as an OBA. The only property held in this LLC is 310 Rutherford St, which is already submitted as an OBA.; 201 E Broad St, Greenville, SC 29601; Start Date 11/2018; Role/Title: Member; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours] [YMCA Board of Advisors; I was elected to serve on the 2019-2021 (2 year term) local YMCA Board of Advisors. The election occurred on 11/26/2018.; 721 Cleveland St, Greenville, SC 29601; Start Date 01/2019; Role/Title: Board Member; Not Investment Related; 5 hours per month; 5 hours per month during securities trading hours] [Greenville Little League; Volunteer coach of my sons tee-ball team; PO Box 9395. Greenville, South Carolina 29604; Start Date 09/2019; Role/Title: Volunteer; Not Investment Related; 8 hours per month; 0 hours per month during securities trading hours] [St Francis Advisory Board; This is an advisory board for one of our local hospital systems; 10 S Academy St, Greenville, SC 29601; Start Date 02/2022; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours;help the hospital system further understand planned giving ideas] [Poinsett Club House Committee; The House committee is charged with overseeing all activities, and food and dining within the Poinsett Club, which is a members only private club in Greenville. There is no business involvement; 807 East Washington St., Greenville, SC 29601; Start Date 03/2022; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours;overseeing all member engagements and dining and events within the club] [1228SP LLC; Rental real estate; 1228 S Pleasantburg Dr, Greenville, SC 29605; Start Date 02/2020; Role/Title: Owner; Investment Related; 1 hours per month; 1 hours per month during securities trading hours; collect rent] [OPERATING UNDER THE DBA NAME OF GENERATIONAL FINANCIAL PARTNERS LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (ADDRESS); START DATE: 02/2023] [Carrot Dog, LLC; created by my mother, Mary McGee. LLC holds title to 2 different real estate properties, that we are passive investors in.; 447 Henderson Rd, Greenville, SC 29607; Start Date 02/2024; Role/Title: Owner; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Henry Campbell Mcgee'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: 2018
Experience
Current
January 27, 2015 - Present
EAGLE STRATEGIES LLC
Office #1: 1228 S Pleasantburg Dr Suite A, Greenville, SC 29605RIA
CRD#: 110826
GREENVILLE, SC
Current
February 19, 2003 - Present
NYLIFE SECURITIES LLC
Office #1: 1228 S Pleasantburg Dr Suite A, Greenville, SC 29605BD
CRD#: 5167
Greenville, SC
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
California(11/17/2016)
RR
Colorado(2/3/2023)
RR
Connecticut(10/30/2023)
RR
Florida(5/17/2018)
RR
Georgia(1/18/2007)
RR
Michigan(2/21/2019)
RR
Minnesota(8/25/2023)
RR
Mississippi(3/2/2018)
RR
New Mexico(10/13/2023)
RR
North Carolina(9/9/2013)
RR
South Carolina(2/19/2003)
IAR
South Carolina(1/27/2015)
RR
Tennessee(12/21/2020)
RR
Virginia(12/14/2020)
RR
Wyoming(4/18/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Greenville, SC 29605TRUST BUT VERIFY
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