Amar Bellara, CFP | Financial Professional | Stratford, Connecticut

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Contact Information

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Disclosures on record.

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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Credentials

CFP®

Certified Financial PlannerSince 2020

Years of Experience

19 years registered in the securities industry

Current & Past Employments

Current

EAGLE STRATEGIES LLCCurrent·CRD# 110826

RIA

99 Hawley Lane Suite 404, Stratford, CT 06614

May 18, 2022 - Present

NYLIFE SECURITIES LLCCurrent·CRD# 5167

BD

99 Hawley Lane Suite 404, Stratford, CT 06614

February 5, 2007 - Present

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Current Firm

ES

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

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

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

# of Employees

3,190

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

EAGLE STRATEGIES DISCLOSURE BROCHURE (7/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

133,900

AUM (Assets Under Management)

$32,040,850,438

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/27/2026	Cover Page	Report
01/24/2025	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA BELLARA & ASSOCIATES.] [OPERATING UNDER THE DBA NAME OF STRATEGIC FINANCIAL GROUP LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; STRATFORD, CT; START DATE: 08/2016] [Bella Casa Group, LLC; single family condo unit purchase for rental income in CT.; 26 Apple Tree Lane, Woodbridge CT 06525- (address of business registration) personal residence; Start Date 02/2020; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Rental Property-Newington CT; Passive real estate investment property; 114 Cottonwood Road, Newington CT 06111; Start Date 11/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [Rental Property- South Windsor CT ; single family condo unit purchased for passive real estate rental income.; 1406 Summer Hill Drive South Windsor CT 06074; Start Date 07/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [Rental Property-Rocky Hill CT ; single family condo unit purchase for passive rental income.; 100 Brookwood Dr APT A Rocky Hill CT 06067-2707; Start Date 12/2020; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; collect rent] [Rental Property-Newington CT; Passive real estate investment property; 114 Cottonwood Road, Newington CT 06111; Start Date 11/2022; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; spouse, Kristi Bellara is a joint owner on Real Estate banking accounts.][The Graphite Lab; Saas product led by AI to implement automation in the skilled service trades businesses ERP and CRM systems. The company engages in a subscription model and additional custom designs to increase automation within their software; 5749 W Pr Highland Hills Drive, Edinburgh, IN 46124; Start Date 11/2024; Role/Title: Passive Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours]

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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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

California
(3/13/2026)

RR

Connecticut
(7/16/2007)

IAR

Connecticut
(5/18/2022)

RR

Florida
(8/13/2010)

RR

Georgia
(5/30/2024)

RR

Maine
(12/10/2024)

RR

Massachusetts
(5/8/2008)

RR

New Hampshire
(1/4/2024)

RR

New Jersey
(1/4/2024)

RR

New York
(12/7/2007)

RR

North Carolina
(8/3/2023)

RR

Oregon
(9/25/2023)

RR

Texas
(10/3/2024)

IAR

Texas
(10/10/2024)

RR

Utah
(6/8/2022)

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.