Ehab Abdalla

EAGLE STRATEGIES LLC

SUNRISE, FL 33323

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CRD#: 5570550

Professional summary

Ehab Abdalla, CFP®, who also goes by Ehab H Abdalla, Ehab Hossam Abdalla, Sam Abdalla, Ehab H Abdalla, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Sunrise, Florida and NYLIFE SECURITIES LLC located in Boca Raton, Florida.

Ehab is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Ehab has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ehab H Abdalla | Ehab Hossam Abdalla | Sam Abdalla | Ehab H Abdalla

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.

[OPERATING UNDER THE DBA NAME OF THE BRIDGE GROUP, INC. FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE; BOCA RATON, FL; START DATE: 11/2020] [Rental Property; Landlord, rental condo in NJ .Landlord; 101 Appletree court Monmouth Jct NJ 08852; Start Date 03/2021; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours;Collecting rent from the tenant in the capacity of a Landlord] [Florida Atlantic University ; Retirement Planning course Instructor at Florida Atlantic University . Teaching a Retirement Planning Course as part of CFP designation ; Florida Atlantic University 777 Glades Road Boca Raton, FL 33431; Start Date 03/2023; Role/Title: Educator/Instructor; Investment Related; 12 hours per month; 0 hours per month during securities trading hours; Use Kaplan materials to instruct a retirement Planning Course as part of the CFP board educational requirement at Florida Atlantic University]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ehab Abdalla'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®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

January 2, 2020 - Present

EAGLE STRATEGIES LLC

Office #1: 1300 Concord Terrace 5th Floor, Sunrise, FL 33323

RIA

CRD#: 110826

SUNRISE, FL

Current

August 12, 2019 - Present

NYLIFE SECURITIES LLC

Office #1: 2500 North Military Trail Suite 300, Boca Raton, FL 33431

CRD#: 5167

Boca Raton, FL

Past

March 28, 2018 - February 20, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

FT. LAUDERDALE, FL

Past

June 25, 2015 - January 18, 2018

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

WEST PALM BEACH, FL

Past

June 15, 2015 - January 18, 2018

TD AMERITRADE, INC.

RIA

CRD#: 7870

WEST PALM BEACH, FL

Past

June 12, 2015 - January 18, 2018

TD AMERITRADE, INC.

CRD#: 7870

WEST PALM BEACH, FL

Past

November 26, 2014 - May 5, 2015

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

LAKE MARY, FL

Past

November 3, 2014 - May 5, 2015

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LAKE MARY, FL

Past

March 30, 2011 - October 10, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

March 29, 2011 - October 10, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

Past

July 27, 2010 - March 2, 2011

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

NORTH BRUNSWICK, NJ

Past

July 21, 2010 - March 2, 2011

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

NORTH BRUNSWICK, NJ

Past

May 2, 2009 - April 16, 2010

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

LAKEWOOD, NJ

Past

September 18, 2008 - May 2, 2009

WAMU INVESTMENTS, INC.

CRD#: 599

LAKEWOOD, NJ

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

California
(10/25/2022)

Florida
(8/12/2019)

IAR

Florida
(1/2/2020)

New Jersey
(10/26/2022)

New York
(8/12/2019)

North Carolina
(2/3/2020)

Ohio
(10/26/2022)

Texas
(10/26/2022)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/13/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/2009

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: 1/6/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/12/2008

Investment Company Products/Variable Contracts 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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Advisor Monitoring

Firm Stability Insights

Ehab Abdalla

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ehab Abdalla's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

ALLSTATE FINANCIAL ADVISORS, LLC

ALLSTATE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

CHASE INVESTMENT SERVICES CORP.

WAMU INVESTMENTS, INC.

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/2009

Series 63

Date: 1/30/2009

SIE

Date: 10/1/2018

Series 7

Date: 1/6/2011

Series 6

Date: 9/12/2008

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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