AT
Arpit D. Trivedi
EAGLE STRATEGIES LLC
KNOXVILLE, TN 37919
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CRD#: 7813914
AT
Professional summary
Arpit Dinendra Trivedi, who also goes by Arp Trivedi, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Knoxville, Tennessee and NYLIFE SECURITIES LLC located in Knoxville, Tennessee.
Arpit is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Arpit has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Arp Trivedi
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.
[Prasht, LLC - Dormant; Find and invest in passive investment opportunities.; 1126 Hiddenbrook Lane, Suwanee Gwinnett, GA 30024; Start Date: 09/2021; Role/Title: Partner; Not investment related; 0 hours per month; 0 hours per month during securities trading hours; 1/3 partner in a passive investment company] [Turiya Advisors LLC - Dormant; Consulting for small businesses, mainly banks and credit unions.; 12134 Woodhollow Lane, Knoxville, TN 37932; Start Date: 06/2023; Role/Title: Owner; Not investment related; 0 hours per month; 0 hours per month during securities trading hours; Provide hands-on consulting for marketplace presence to banks and credit unions.][Gerson Lehrman Group; GLG - Mentoring, and similar firms, work with different entities, in this case financial institutions, to provide them mentors / experts to give them feedback on different areas of banking.; Gerson Lehrman Group, 60 East 42nd Street, 3rd Floor, New York, NY 1016; Start Date 02/2025; Role/Title: Independent Contractor; Investment Related; 5 hours per month; 0 hours per month during securities trading hours; banking consultant][REO Meetings; REO is a networking organization. More information can be found at reomeetings.com; PO Box 10552, Knoxville, TN 37939; Start Date 07/2025; Role/Title: Board Member; Not Investment Related; 2 hours per month; 2 hours per month during securities trading hours; serving as the Turkey Creek Chapter communications officer][Peace of Mind at Home; Peace of Mind at Home is on a mission to alleviate everyday burdens for our clients and their caregivers as they navigate life-changing cancer treatment. We can bring relief to caregivers and patients affected by cancer treatment.; 409 Hiddenbrook Lane, Maryville, TN 37804; Start Date 06/2025; Role/Title: Board Member; Not Investment Related; 5 hours per month; 2 hours per month during securities trading hours; Provide board leadership and mentoring to the executive team.]
CRS (Client Relationship Summary) - RIA
Click below to view Arpit Dinendra Trivedi'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
August 13, 2025 - Present
EAGLE STRATEGIES LLC
Office #1: 265 Brookview Centre Way Suite 102, Knoxville, TN 37919RIA
CRD#: 110826
KNOXVILLE, TN
Current
August 12, 2024 - Present
NYLIFE SECURITIES LLC
Office #1: 265 Brookview Centre Way Suite 102, Knoxville, TN 37919BD
CRD#: 5167
Knoxville, TN
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
Tennessee(7/15/2025)
IAR
Tennessee(8/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/12/2024
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#: 110826Knoxville, TN 37919TRUST BUT VERIFY
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