NS
Nadia R. Stanley
EAGLE STRATEGIES LLC
GLENDALE, CA 91203
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CRD#: 7688063
NS
Professional summary
Nadia Rebecca Stanley is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Glendale, California and NYLIFE SECURITIES LLC located in Glendale, California.
Nadia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Nadia has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE 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.
[The Regal Agency ; Non Investment Related ; 621 S Spring Street #809 Los Angeles CA 90014; assist clients as needed on their business goals; LLC- Independent Contractor ; start 01/2019; 20 hrs/month devoted to the business , 10hours during securities trading hours; Creative Director, admin work for company helping clients achieve goals etc.] [Square Huxtable LLC; Non Investment Related; 621 S Spring Street #809 Los Angeles CA 90014; LLC -e-commerce sell products and content, podcast.; Owner; start 02/2022; 10 hours/month devote to the business, 5 hours during securities trading hours; market products online, film/edit/create/post content, sell products] [I Know Why You're Single, Sis!; Non Investment Related ; 621 S Spring Street #809 Los Angeles CA 90014 ; selling books; Owner LLC; start 02/2022; 10 hours/month devoted to the business , 5 hours during securities trading hours; I wrote a book, I know why you're single sis that is sold online] [NABJLA; National Association of Black Journalists Los Angeles unity Black Media and Mentoring and Uplifting those who work in Media; P.O. BOX 91818 PASADENA, CA 91109; Start Date 10/2023; Role/Title: Board Member; Not Investment Related; 5 hours per month; 0 hours per month during securities trading hours; Secretary/Treasurer position role keep minutes of board meetings, create Agenda, Oversee the annual budget, liaise with NABJLA CPA][PBS Socal Community Advisory Board ; Producing content for TV & Digital ; 3080 Bristol St #100, Costa Mesa, CA 92626; Start Date 08/2025; Role/Title: Volunteer; Not Investment Related; 4 hours per month; 2 hours per month during securities trading hours; provide insight into the communities, brainstorm suggest ideas for content or ways to connect to the community, attend TV screenings][DTLA Rotary ; community members organizing together to provide community service events; Meeting Location 431 W 7th St, Los Angeles, CA 90014; Start Date 08/2025; Role/Title: Board Member; Not Investment Related; 10 hours per month; 0 hours per month during securities trading hours; secretary]
CRS (Client Relationship Summary) - RIA
Click below to view Nadia Rebecca Stanley'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 3, 2025 - Present
EAGLE STRATEGIES LLC
Office #1: 801 North Brand Blvd 14th Floor, Glendale, CA 91203RIA
CRD#: 110826
GLENDALE, CA
Current
July 17, 2023 - Present
NYLIFE SECURITIES LLC
Office #1: 801 North Brand Blvd 14th Floor, Glendale, CA 91203BD
CRD#: 5167
Glendale, CA
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
Alabama(1/18/2024)
RR
California(7/31/2023)
IAR
California(1/3/2025)
RR
Florida(8/30/2023)
RR
Georgia(10/2/2023)
RR
Maryland(7/15/2025)
RR
Nevada(7/18/2025)
RR
New York(3/5/2024)
RR
Pennsylvania(8/25/2025)
RR
Texas(1/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/17/2023
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.
