BO

Bradley W. Olschlager

EAGLE STRATEGIES
HARVEY, ND 58341
Some features on this profile are disabled
CRD#: 5023163
BO

Professional summary


Bradley W Olschlager, who also goes by Bradley W Olschager, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Harvey, North Dakota and NYLIFE SECURITIES LLC located in Harvey, North Dakota.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Bradley has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bradley W Olschager

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Bradley W Olschlager'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

October 22, 2016 - Present

EAGLE STRATEGIES LLC

Office #1: 546 East Brewster St Ste 1, Harvey, ND 58341
RIA
CRD#: 110826
HARVEY, ND
Current

March 1, 2006 - Present

NYLIFE SECURITIES LLC

Office #1: 546 East Brewster St Ste 1, Harvey, ND 58341
BD
CRD#: 5167
Harvey, ND

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
(6/25/2020)
RR
Colorado
(1/4/2023)
RR
Idaho
(3/27/2023)
RR
Kansas
(3/6/2023)
RR
Minnesota
(7/13/2010)
RR
Missouri
(5/9/2022)
RR
Montana
(6/21/2018)
RR
North Dakota
(3/3/2006)
IAR
North Dakota
(10/22/2016)
RR
Oklahoma
(2/22/2022)
RR
Texas
(3/2/2022)
RR
Utah
(6/23/2025)

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)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts111,361
AUM (Assets Under Management)$ 25,395,380,570

Accountant surprise examination report


Filing DateForm ADV-E CoverForm 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.

Company Information


EAGLE STRATEGIES LLC

CRD#: 110826Harvey, ND 58341

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