GC
George J. Costakis
EAGLE STRATEGIES LLC
Deerfield, IL 60015-4747
Some features on this profile are disabled
CRD#: 54838
GC
Professional summary
George James Costakis is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Deerfield, Illinois and NYLIFE SECURITIES LLC located in Deerfield, Illinois.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1973. George has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 1 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; I AM APPOINTED WITH MULTIPLE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS THAT INCLUDE FIXED ANNUITIES, HEALTH INSURANCE, GROUP ANNUITIES, LIFE PRODUCTS, AND DISABILITY INSURANCE. THIS IS COMMISSIONS-BASED INCOME FOR WHICH I DEVOTE TEN HOURS PER MONTH.]
[NYLARC Holding Company, Inc.; Reinsuring the life insurance I write with New York Life; 51 Madison Ave, New York, NY 10010; Start Date 01/1994; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
[Property and Casualty sales; Brokering Property and Casualty Insurance products if the client was in need.; 520 Lake Cook Road, Suite 600, Deerfield, IL 60015; Start Date 08/2019; Role/Title: Insurance Broker; Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
[Cryptocurrency Investment; Trying to gain profit from crypto currency market, Coinbase.com - Online; 612 OAK KNOLL DR. LAKE FOREST, IL 60045; Start Date 01/2021; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor]
CRS (Client Relationship Summary) - RIA
Click below to view George James Costakis'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®
NoneExperience
Current
May 21, 2003 - Present
EAGLE STRATEGIES LLC
Office #1: 1650 Lake Cook Road Suite 500, Deerfield, IL 60015-4747RIA
CRD#: 110826
Deerfield, IL
Current
October 25, 1982 - Present
NYLIFE SECURITIES LLC
Office #1: 1650 Lake Cook Road Suite 500, Deerfield, IL 60015-4747BD
CRD#: 5167
Deerfield, IL
Past
October 24, 1973 - November 27, 1979
NYLIFE SECURITIES LLC
BD
CRD#: 5167
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(1/21/1992)
RR
California(12/15/1987)
RR
Colorado(8/7/1997)
RR
Florida(7/24/1997)
RR
Georgia(8/7/2024)
RR
Hawaii(8/2/2022)
RR
Illinois(8/23/1984)
IAR
Illinois(5/21/2003)
RR
Indiana(1/25/1988)
RR
Kentucky(11/21/2011)
RR
Maryland(3/28/2024)
RR
Michigan(1/21/1992)
RR
Minnesota(1/7/1998)
RR
Missouri(7/21/2025)
RR
Montana(1/14/1994)
RR
Nevada(2/5/2025)
RR
New Hampshire(5/7/2025)
RR
New Jersey(12/16/2019)
RR
New York(2/2/1989)
RR
North Carolina(6/15/2021)
RR
Oregon(8/21/2012)
RR
Pennsylvania(6/17/2014)
RR
South Carolina(4/19/2022)
RR
Vermont(5/31/2023)
RR
Virginia(8/1/2025)
RR
Washington(4/13/1993)
RR
Wisconsin(4/15/1991)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 10/18/1973
Registered Representative ExaminationSRO 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.
