SH
Siddi S. Hussain
EAGLE STRATEGIES LLC
BOCA RATON, FL 33431
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CRD#: 7555552
SH
Professional summary
Siddi Sheas Hussain, who also goes by Siddi Hussain, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Boca Raton, Florida and NYLIFE SECURITIES LLC located in Boca Raton, Florida.
Siddi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Siddi has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Siddi Hussain
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.
[Lyft; not investment related; driving around passengers or delivering food on time; I work as an independent driver; start 01/2018; 10 hours per month, 0 hours during securities trading hours; 5848 Dewberry Way, West Palm Beach, FL 33415] [Uber; driver; start January 1st, 2019; not investment related; 1725 Third Street in San Francisco, CA.; wages; 1 hour per month ,0 hours during securities trading hours; wages] [OPERATING UNDER THE DBA NAME OF The Bridge Group, Inc FOR THE PURPOSE OF SERVICING ITS INSURANCE AND FINANCIAL PRODUCT CLIENTS; INVESTMENT RELATED; ASSOCIATE][Zenithal LLC; offering a diverse range of online retail products, including clothing, jewelry, and miscellaneous items (excluding alcohol and tobacco). We also engage in content creation and photography.; 5848 Dewberry Way West Palm Beach, FL 33415-4583; Start Date 01/2025; Role/Title: Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; overseeing the taxes and general bookkeeping,]
CRS (Client Relationship Summary) - RIA
Click below to view Siddi Sheas Hussain'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
January 2, 2025 - Present
EAGLE STRATEGIES LLC
Office #1: 2500 North Military Trail Suite 300, Boca Raton, FL 33431RIA
CRD#: 110826
BOCA RATON, FL
Current
August 1, 2024 - Present
NYLIFE SECURITIES LLC
Office #1: 2500 North Military Trail Suite 300, Boca Raton, FL 33431BD
CRD#: 5167
Boca Raton, FL
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
Florida(1/2/2025)
IAR
Florida(1/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/1/2024
General Securities 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.
Company Information
EAGLE STRATEGIES LLC
CRD#: 110826Boca Raton, FL 33431TRUST BUT VERIFY
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