Nathan Vanbrunt

EAGLE STRATEGIES

VICTOR, NY 14564-1061

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CRD#: 7990662

Professional summary

Nathan Vanbrunt, who also goes by Nathan Patrick Vanbrunt, is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Victor, New York and NYLIFE SECURITIES LLC located in Victor, New York.

Nathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Nathan has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, Series 6TO and SIE exams.

Aliases

Nathan Patrick Vanbrunt

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.

[Heat Lacrosse Club; High school club lacrosse program; 305 Court St., Penn Yan, NY 14527; Start Date 06/2026; Role/Title: Employee; Not Investment Related; 20 hours per month; 0 hours per month during securities trading hours; coach]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Vanbrunt's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 30, 2026 - Present

EAGLE STRATEGIES LLC

Office #1: 209 High Point Dr Ste 310, New York Life Insurance, Victor, NY 14564-1061

RIA

CRD#: 110826

VICTOR, NY

Current

September 16, 2025 - Present

NYLIFE SECURITIES LLC

Office #1: 209 High Point Dr Ste 310, New York Life Insurance, Victor, NY 14564-1061

CRD#: 5167

VICTOR, NY

Past

October 8, 2024 - July 28, 2025

JOHN G. ULLMAN & ASSOCIATES, INC

RIA

CRD#: 105361

HORSEHEADS, 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".

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.

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

New York
(10/21/2025)

IAR

New York
(9/30/2026)

North Carolina
(7/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 10/21/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 10/7/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 9/16/2026

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Status Unavailable

Passed: 9/16/2025

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 8/14/2025

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

EAGLE STRATEGIES LLC

EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC

CRD#: 110826 / SEC#: 801-32987

RIA

Registered Investment Advisory firm - (10/14/1988 Approved)

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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

3,190

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 DISCLOSURE BROCHURE (7/31/2026)

EAGLE STRATEGIES DISCLOSURE BROCHURE (7/31/2026)

Regulatory assets under management

Total Number of Accounts	133,900
AUM (Assets Under Management)	$ 32,040,850,438

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/27/2026	Cover Page	Report
01/24/2025	Cover Page	Report
04/25/2024	Cover Page	Report
12/20/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Nathan Vanbrunt

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Vanbrunt's CRS (Customer Relationship Summary).

Certified licenses

Experience

NYLIFE SECURITIES LLC

JOHN G. ULLMAN & ASSOCIATES, INC

Primary Firm SEC Registration

EAGLE STRATEGIES LLC

State Registrations and Notice Filings

Exams

Series 63

Passed: 10/21/2025

Series 65

Passed: 10/7/2024

Series 7TO

Passed: 9/16/2026

Series 6TO

Passed: 9/16/2025

SIE

Passed: 8/14/2025

FINRA

Current Firm

EAGLE STRATEGIES LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

EAGLE STRATEGIES LLC

TRUST BUT VERIFY

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