BR
Beat F. Reinhart
EAGLE STRATEGIES LLC
CHESTER, NJ
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CRD#: 7113671
BR
Professional summary
Beat Franz-karl Reinhart, who also goes by Beat F Reinhart, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Chester, New Jersey and NYLIFE SECURITIES LLC located in New York, New York.
Beat is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Beat has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Beat F Reinhart
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.
[Rentech LLC; Rental Property; 21 Schoolhouse Ln, Chester, NJ 07930; owner; start 11/2001; 10 hours per month, 3 hours during securities trading hours; real estate related] [Reinhart Advisors Group LLC ;Dormant; 95 West Main Street, Suite 5110, Chester, NJ 07930; start 05/2012; Owner; 0 hours; no compensation] [Fox Hills Farm Chester LLC ;21 Schoolhouse Ln, Chester, NJ 07930; start 07/2002; Owner; 10 hours per month; 10 hours during trading hours; non-investment related] [The Swiss Society of New York Inc; 500 Fifth Avenue, Suite 1800 New York, NY 10110; start 05/1999; 0.5 hours per month, 0 during securities trading hours; non-investment related] [Executor for Mr. Benno P Ertl. Estate; I have the Health Care Proxy, Power of Attorney, Living Trust & am Executor for my Swiss uncle in the US, Mr. Benno P Ertl. The Estate Attorney requested; I review beneficiaries & have the ability to release payments (taxes on 9/30 and medical bills).; 58 Old Ridge Rd, Warwick, NY 10990; Start Date 12/2021; Role/Title: PoA; Investment Related; 20 hours per month; 10 hours per month during securities trading hours; investment related] [Barrow Property Partners LLC; LLC owns a condominium unit; 95 West Main St, 5110, Chester, NJ 07930; Start Date 01/2022; Role/Title: Owner; Investment Related; 2 hours per month; 0 hours per month during securities trading hours;financial (financing, taxes, HOA's, routine maintenance), engage real estate agent when rental turnovers ]
CRS (Client Relationship Summary) - RIA
Click below to view Beat Franz-karl Reinhart'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
April 18, 2022 - Present
EAGLE STRATEGIES LLC
Office #2: 1 World Trade Center 39th Fl, New York, NY 10007-0090RIA
CRD#: 110826
CHESTER, NJ
Current
January 1, 2020 - Present
NYLIFE SECURITIES LLC
Office #1: 1 World Trade Center 285 Fulton Street 39th Fl, New York, NY, 10007-0166BD
CRD#: 5167
NEW YORK, NY
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
California(1/13/2022)
RR
Colorado(6/1/2020)
RR
Florida(2/23/2022)
RR
New Jersey(9/29/2020)
IAR
New Jersey(4/25/2022)
RR
New York(9/29/2020)
IAR
New York(4/18/2022)
RR
North Carolina(2/1/2023)
RR
Vermont(11/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/15/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/31/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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.
