TW
Taylor K. White
EAGLE STRATEGIES LLC
TYLER, TX 75701
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CRD#: 5812483
TW
Professional summary
Taylor King White, who also goes by Taylor Robinson, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Tyler, Texas and NYLIFE SECURITIES LLC located in Tyler, Texas.
Taylor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Taylor has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Taylor Robinson
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; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-SECURITIES INSURANCE PRODUCTS; INSURANCE BROKER; INVESTMENT RELATED; START DATE 2/2013 ] [OPERATING UNDER THE DBA NAME OF FREEDOM FINANCIAL GROUP FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; ADDRESS: TYLER, TX; START DATE: 02/2013] [TEXAS FREEDOM HOLDINGS, LLC; REAL ESTATE INVESTING, FOR PURCHASING PROPERTY FOR LEASE/RENT TO OTHERS AND/OR TO SELL.; 816 RIDING RD TYLER, TX 75703; START DATE 11/2014; ROLE/TITLE: OWNER; INVESTMENT RELATED; 5 HOURS PER MONTH; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [UT-TYLER CENTER FOR FAMILY AND SMALL ENTERPRISES; CHAIRMAN OF THE BOARD FOR THE UNIVERSITY OF TEXAS AT TYLER'S CENTER FOR FAMILY AND SMALL ENTERPRISES; BUSINESS BUILDING OFFICE 115: 3900 UNIVERSITY BLVD: TYLER: TX: 75799; START DATE 05/2015; ROLE/TITLE: BOARD MEMBER; NOT INVESTMENT RELATED; 1 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [AGW Holdings, LLC; real estate investing; 816 Riding Rd, Tyler, TX, 75703; Start Date 04/2017; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Whitay Holdings, LLC; purchasing commercial and residential real estate for the purpose of rental income and flipping properties.; 816 Riding Rd, Tyler, TX, 75703; Start Date 06/2017; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue, New York, NY 10010; Start Date 01/2014; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [ 777 Freedom, LLC; rental [property; investment related; start date 08/2019; 816 Riding Rd, Tyler, TX, 75703; 1 hour per month none during sec hours; owner; collect rent] [The Bargain Barn LLC - Dormant; Retail and online sales of home goods ; 816 Riding Rd, Tyler, TX, 75703; Start Date 07/2021; Role/Title: Owner; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours][Musician; play in paid gigs.; 610 W Grande, Tyler, TX, 75703; Start Date 12/2024; Role/Title: Independent Contractor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours][Texas Freedom Storage, LLC (Dormant); LLC is dormant; 610 W Grande Blvd Tyler TX 75703; Start Date 10/2023; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours][1836 Freedom Holdings, LLC; hold real estate holdings; 777 S Broadway, Suite 100, Tyler, TX, 75703; Start Date 08/2025; Role/Title: Owner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Taylor King White'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
July 23, 2021 - Present
EAGLE STRATEGIES LLC
Office #1: 777 S Broadway Ste 100, Tyler, TX 75701RIA
CRD#: 110826
TYLER, TX
Current
March 22, 2011 - Present
NYLIFE SECURITIES LLC
Office #1: 777 S Broadway Ste 100, Tyler, TX 75701BD
CRD#: 5167
Tyler, TX
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
Colorado(1/27/2023)
RR
Georgia(2/3/2023)
RR
Indiana(6/12/2023)
RR
Iowa(2/22/2024)
RR
Kansas(5/18/2023)
RR
Kentucky(2/7/2024)
RR
Louisiana(10/21/2025)
RR
Massachusetts(2/7/2024)
RR
New Mexico(2/15/2024)
RR
Ohio(4/10/2025)
RR
Oklahoma(12/19/2023)
RR
Texas(3/29/2011)
IAR
Texas(7/23/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/1/2021
General Securities Representative ExaminationGeneral 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)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.
