Phillip M. Grandison

EAGLE STRATEGIES LLC

NEW YORK, NY 10007

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CRD#: 4862136

Professional summary

Phillip Mark Grandison is a registered financial advisor currently at EAGLE STRATEGIES LLC located in New York, New York and NYLIFE SECURITIES LLC located in New York, New York.

Phillip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Phillip has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

[Philip Grandison, Inc.; Owner; Custom Clothing Company. Tailored clothing for men and women; 251 W 30th Street Fl 6 NY NY 10001; Start date: 03/01/2023; 20 hours per month, 0 hours during securities trading hours; profit; non-investment related] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered product; 285 Fulton Street 39th floor NY NY 10007; start 12/2024; 40 hours per month, 40 hours during securities trading hours; insurance related][STALWARTS YOUTH; I will be working with the non profit to provide career guidance, mentoring and mock interviews for recent graduates as well as job seekers from the community. ; 2006 E 61st street Brooklyn NY 11234; Start Date 08/2025; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 0 hours per month during securities trading hours]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Mark Grandison's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 18, 2025 - Present

EAGLE STRATEGIES LLC

Office #1: 1 World Trade Center 285 Fulton Street 39th Floor, New York, NY, 10007

RIA

CRD#: 110826

NEW YORK, NY

Current

December 19, 2024 - Present

NYLIFE SECURITIES LLC

Office #1: 1 World Trade Center 285 Fulton Street 39th Fl, New York, NY, 10007-0166

CRD#: 5167

NEW YORK, NY

Past

May 2, 2023 - November 11, 2024

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

BROOKLYN, NY

Past

February 22, 2022 - November 11, 2024

CITIZENS SECURITIES, INC.

CRD#: 39550

BROOKLYN, NY

Past

June 11, 2013 - February 22, 2022

HSBC SECURITIES (USA) INC.

CRD#: 19585

BROOKLYN, NY

Past

October 6, 2011 - January 17, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FORT LAUDERDALE, FL

Past

June 8, 2007 - July 30, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

NEW YORK, NY

Past

April 6, 2006 - June 12, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

WHITE PLAINS, NY

Past

April 6, 2006 - June 12, 2007

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

WHITE PLAINS, NY

Past

July 22, 2005 - January 4, 2006

FIRST HUDSON FINANCIAL GROUP, INC.

CRD#: 32926

NEW YORK, NY

Past

February 4, 2005 - July 29, 2005

VFINANCE INVESTMENTS, INC

CRD#: 44962

BOCA RATON, FL

Past

October 4, 2004 - March 24, 2005

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

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".

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.

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

Connecticut
(2/14/2025)

New Jersey
(9/24/2025)

New York
(12/19/2024)

IAR

New York
(2/18/2025)

South Carolina
(1/29/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/2/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/15/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (11/11/2025)

EAGLE STRATEGIES DISCLOSURE BROCHURE (10/23/2025)

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	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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.

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Firm Stability Insights

Phillip M. Grandison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Mark Grandison's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

HSBC SECURITIES (USA) INC.

WELLS FARGO CLEARING SERVICES, LLC

CHASE INVESTMENT SERVICES CORP.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

FIRST HUDSON FINANCIAL GROUP, INC.

VFINANCE INVESTMENTS, INC

WALNUT STREET SECURITIES, INC.

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2023

Series 63

Date: 10/15/2004

SIE

Date: 10/1/2018

Series 7

Date: 10/1/2004

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

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